Roger Moulton is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Burlington, MA, with 34 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
1500 District Avenue, Burlington, MA, 01803
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Lexington Wealth Management, INC.
Calibre Advisory Services INC.
Tanager Financial Services INC
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Flanagan, CFPEversource Wealth Advisors, LLC
- Glenn Frank, PFSEversource Wealth Advisors, LLC
- Edward Silbert, CFPWealth Enhancement Advisory Services, LLC
- Brian Dudley, CFP
- Stephen Freedman, CFPEdelman Financial Engines
- Jared Rubin, CFPEdelman Financial Engines