Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
10yrs
Thaddeus Moore
Financial advisor at Strategic Advisers
Based in Houston, Texas, Thaddeus Moore is a fiduciary financial advisor with 10 years of industry experience. Thaddeus joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 59% of advisors at Strategic Advisers
Office5322 FM 1960 Rd W, Houston, TX 77069
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2017 – Jul 2018Strategic Advisers LLCPreviously
Contact Thaddeus
(617) 563-7000Firm headquarters in Boston, MA. Ask for Thaddeus. 5322 FM 1960 Rd WHouston, TX 77069Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thaddeus
Tailored to Thaddeus’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thaddeus
How do I contact Thaddeus?
Call Strategic Advisers at (617) 563-7000 and ask for Thaddeus Moore. Thaddeus works from the Houston, TX office.
How long has Thaddeus been a financial advisor?
Thaddeus has been in the industry since 2016, about 10 years. More experience than 59% of advisors at Strategic Advisers.
What licenses does Thaddeus hold?
Series 66. Tap any license on this page to see what it allows.
Is Thaddeus a fiduciary?
Thaddeus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thaddeus paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thaddeus 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
Symphony Financial
47yrs
Top advisor by experience at Symphony Financial
Wells Fargo Advisors
47yrs
Top 1% by experience in Houston
Raymond James & Associates
47yrs
Top 1% by experience in Houston
RBC Capital Markets
47yrs
Randy Nelson
Financial advisor
2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525
Houston, TX 77056
Houston, TX 77056
Top 1% by experience in Houston