Sean Moore

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

• 05/2021 → Present
  New York Life Insurance Company
  New York, NY
• 05/2020 → 10/2021
  National Income Life Insurance Comapany
  New York, NY
• 11/2010 → 02/2021
  Gmnb Enterprises
  New York, NY
• 01/2013 → 05/2019
  Suny College At Old Westbury
  Old Westbury, NY
• 01/2017 → 10/2017
  Platinum Rapid Funding Group
  Uniondale, NY
• 11/2021 → Present
  Nylife Securities Llc.
  New York, NY
• 01/2023 → Present
  Reveal Wealth
  New York, NY
• 03/2024 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 120 Broadway, New York, NY 10271; Start Date 01/2023; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 15 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF REVEAL WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER/ASSOCIATE); (NEW YORK NY); START DATE: 01/2023]

Exams

• S66 Uniform Combined State Law Examination
  2024-02-29
• S63 Uniform Securities Agent State Law Examination
  2022-05-23