Patrick James Moeller

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

• 10/1989 → Present
  Century Companies Of America
  Waverly, IA
• 03/1990 → Present
  New York Life Insurance Company
  Dublin, OH
• 07/1991 → Present
  Nylife Securities Inc.
  Dublin, OH
• 08/2002 → Present
  Moeller Financial Strategies
  New Philadelphia, OH

Other Businesses

[DBA MOELLER FINANCIAL STRATEGIES - BATES #00255828 316 W HIGH ST - P.O. BOX 928 NEW PHILADELPHIA, OH 44663 BROKER] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE: 11/2004; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [RENTAL PROPERTY; START DATE: 11/2004; ROLE/TITLE: OWNER; INVESTMENT RELATED] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-04