GM
GM

Gordon Moulton

23 Years of Experience
Attleboro, MA
Broker

Gordon Moulton is a registered investment advisor at Cetera Investment Advisers LLC, based in Attleboro, MA, with 23 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

20 Nora Way, Attleboro, MA, 02703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gordon owns and manages a three-unit residential rental property since 1992, dedicating minimal time to it. He also owns a tax preparation and accounting business, spending about half his time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2005 - September 2025 · 20 yrs 5 mos
Avantax Investment Services, INC.Broker
November 2002 - September 2025 · 22 yrs 10 mos
State Registrations5 states
CTFLMANHRI
AdvisorBrokerBoth

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
No exam information available for this advisor.