RM
Robert A. Moro
EAGLE STRATEGIES LLC
FORT MYERS, FL 33912
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CRD#: 1235680
RM
Professional summary
Robert Andrew Moro, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fort Myers, Florida and NYLIFE SECURITIES LLC located in Melville, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA PINNACLE GROUP BENEFITS] [DBA PINNACLE STRATEGIES, INC; PRESIDENT; 612 RT 112 PORT JEFFERSON, NY 11776; SALE OF INSURANCE, INVESTMENT PRODUCTS, IAR FOR INVESTMENT ADVISORY SVCS 20 HOURS WEEKLY/5 HOURS TRADING] [HCBM PARTNERS; PASSIVE INVESTOR-SCUDERI GROUP LLC-SERIES C UNITS; NON INVESTMENT RELATED; START DATE 05/2010] [HCBM PARTNERS II; PASSIVE INVESTOR-SCUDERI GROUP LLC-SERIES D UNITS; NON INVESTMENT RELATED; START DATE 05/2010] [Scuderi Group, Inc.; ESG Power; 1111 Elm Street, Suite 38 West Springfield, MA 01089; Start Date 05/2022; Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 6811 Palisades Park Court, Suite 7 Fort Myers FL 33912; Start Date 01/2008; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Canterbury Board of Trustees; Board member for School; 8141 College Parkway , Fort Myers FL 33919; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Attend Board and Committee meeting to help move school forward]
CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew Moro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 28, 2017 - Present
EAGLE STRATEGIES LLC
Office #1: 6811 Palisades Park Court Suite 7, Fort Myers, FL 33912Office #2: 520 Broadhollow Road, Melville, NY 11747RIA
CRD#: 110826
FORT MYERS, FL
Current
September 5, 1984 - Present
NYLIFE SECURITIES LLC
Office #1: 520 Broad Hollow Rd., Melville, NY 11747Office #2: 6811 Palisades Park Court Suite 7, Fort Myers, FL 33913BD
CRD#: 5167
Melville, NY
Past
January 19, 2007 - August 26, 2010
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
PORT JEFFERSON ST, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/7/2009)
RR
Colorado(10/28/2008)
RR
Connecticut(3/21/2012)
RR
Florida(8/4/1998)
IAR
Florida(9/9/2021)
RR
Kentucky(9/19/2025)
RR
Maryland(9/26/2013)
RR
New Hampshire(1/9/2014)
RR
New Jersey(10/23/2000)
RR
New York(3/28/1985)
IAR
New York(5/20/2021)
RR
North Carolina(5/5/2015)
RR
North Dakota(9/15/2025)
RR
Pennsylvania(9/20/2001)
RR
Rhode Island(7/21/2003)
RR
South Carolina(5/20/2004)
RR
South Dakota(7/22/2025)
RR
Texas(1/17/2007)
IAR
Texas(8/28/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Fort Myers, FL 33912TRUST BUT VERIFY
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