Robert Andrew Moro

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

• 09/1983 → 12/2022
  New York Life Insurance Company
  Syosset, NY
• 12/1983 → Present
  Nylife Securities Llc
  Melville, NY
• 02/2001 → Present
  Eagle Strategies Llc
  Melville, NY
• 12/2007 → 12/2022
  Pinnacle Strategies, Inc
  Port Jefferson, NY
• 04/2011 → 12/2022
  Pinnacle Group Benefits
  Port Jefferson Station, NY
• 12/2022 → Present
  New York Life Insurance Company
  Melville, NY
• 12/2022 → Present
  Pinnacle Group Benefits
  Ft Myers, FL
• 12/2022 → Present
  Pinnacle Strategies, Inc
  Ft Myers, FL

Previous Registrations

• 2007-01-19 → 2010-08-26
  Eagle Strategies Llc
  Port Jefferson St, NY

Other Businesses

[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]

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-13
• S63 Uniform Securities Agent State Law Examination
  1985-03-27

Designations

• Chartered Financial Consultant