Robert Allen Moore

Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → Present
  Pine Valley Investments, Llc
  Marlton, NJ
• 09/2016 → 06/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2022 → Present
  J Alden Associates, Inc.
  Wayne, PA

Previous Registrations

• 2009-06-01 → 2016-04-11
  Morgan Stanley
  Mount Laurel, NJ
  Marlton, NJ
  Philadelphia, PA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Voorhees, NJ
• 2002-12-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Voorhees, NJ
  Voorhees, NJ

Other Businesses

1) Pine Valley Investments, LLC. Investment Related. 110 E Stow Road, Suite 200, Marlton NJ 08053. RIA. Senior Investment Advisor. 03/2016. 100+ Hrs/Mo; All During Trading Hours. Managing Client's Investable Assets; Provide Investment Advice. 2) Fixed Insurance. Agent. 10/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-01

Other Names

• Robert A Moore
• Robert Allen Moore
• Robert Allen Moore Jr
• Robert Allen Moore
• Robert Allen Moore Jr.