Paul Joseph Moriarty

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → Present
  New York Life Insurance Company
  Waltham, MA
• 08/2006 → 12/2025
  Moriarty Financial Group, Llc
  Stoneham, MA
• 05/2014 → Present
  Eagle Strategies Llc
  Andover, MA
• 03/2024 → Present
  Fairway Group, Llc
  Woburn, MA

Other Businesses

[Woburn Business Association; business association that works similar to a Chamber of Commerce; 10 Tower Office Park #416 Woburn, MA 01801; Start Date 05/2016; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Hillview GC Tuesday Night League; Organize and Administer a golf league.; 149 North Street North Reading MA 01864; Start Date 04/2020; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Work with the pro shop to coordinate our group's tee times, collect cash] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (WOBURN, MA); START DATE: 03/2024][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 400 Trade Center, Suite 5900, Woburn, MA 01801; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2014-05-06
• S63 Uniform Securities Agent State Law Examination
  2003-02-19