Investment adviser representative · Eversource Wealth Advisors, LLC
Roger C. Moulton Jr.
CRD 1053083 · Burlington, MA
At a glance
Roger C. Moulton Jr. is an investment adviser representative with Eversource Wealth Advisors, LLC in Burlington, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roger’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Eversource Wealth Advisors, LLCSince February 2026Burlington, MA · $5.1B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roger’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Eversource Wealth Advisors, LLC
- Myron H. AshbySan Jose
- John F. AshcraftBirmingham
- Andrew M. AshtonBirmingham
- Caleb M. BagwellBirmingham · Certified Financial Planner
- Chase I. BoardmanBirmingham
- Tucker N. BryanBirmingham
- John R. BurchHomewood · Certified Financial Planner
- Keaton BurkeMcKinney
Every advisor at Eversource Wealth Advisors, LLC →Eversource Wealth Advisors, LLC: assets, clients and custodians →Financial advisors in Burlington, MA →Advisor Moves: who changed firms this week →