DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst38 years in industry

WILLIAM BRADFORD MOODY

Advisor at MOODY ALDRICH PARTNERS, LLC

MARBLEHEAD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acb70efc-9efb-1bcd-a92e-36d61bc904a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 1, 1988 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Bradford Moody

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOODY ALDRICH PARTNERS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 30derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jul 19, 1995
Dual registered: no
IAPD individual key: 2643747

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOODY ALDRICH PARTNERS, LLC	Mixed wealth	Feb 8, 1996	n/a	yes	MARBLEHEAD, MA	Current employment

Relationships

Registered with (1)

→ MOODY ALDRICH PARTNERS, LLCRegistered adviserregistration: current employment
Feb 8, 1996 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acb70efc-9efb-1bcd-a92e-36d61bc904a4
First observed: Jun 1, 1988
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM BRADFORD MOODY

Advisor at MOODY ALDRICH PARTNERS, LLC

MARBLEHEAD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acb70efc-9efb-1bcd-a92e-36d61bc904a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MOODY ALDRICH PARTNERS, LLC

Mixed wealth

Feb 8, 1996

n/a

yes

MARBLEHEAD, MA

Current employment