KATHRYN MORAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-08-26 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-02-27 | 2024-08-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-08-03 | 2019-02-22 | — |