LPL Enterprise
43yrs
Top advisor by experience in Walpole
12yrs
David Moses is a fiduciary financial advisor in Walpole, Massachusetts, with 12 years in the industry. After three years at ON Investment Management, David joined Statera Financial in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. David holds the CFP® designation.
One of 49 advisors with offices in Walpole, and one of 43 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office713 East Street, Walpole, MA 02081
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$195,681
Advisors at the firm3
States licensed ?1 state
Services through Statera Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowStatera Financial, LLCCurrent firm
- 2016 – 2019ON Investment Management COPreviously
Contact David
(774) 777-6646Statera Financial main office 713 East StreetWalpole, MA 02081Office · Get directions LinkedIn pageStatera Financial
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Questions to ask David
Tailored to David’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Statera Financial at (774) 777-6646 and ask for David Moses. David works from the Walpole, MA office.
How long has David been a financial advisor?
David has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Statera Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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