Meredith Cecile 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

• 05/1999 → Present
  Nylife Ins Co
  Atlanta, GA
• 05/1999 → Present
  Nylife Securities Inc.
  Atlanta, GA
• 10/2001 → 10/2019
  Moore And Asssociates Wealth Management
  Roswell, GA
• 01/2019 → Present
  Artisan Financial Strategies, Llc
  Alpharetta, GA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED START DATE 10/2001] [Public speaking; deliver keynotes and speaking engagement around my story of surviving [REDACTED] and building a successful business.; 1125 Cambridge Square , Suite C Alpharetta, GA 30009; Start Date 05/2016; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Practice Management Training; delivering training to the Greater Atlanta GO on practice management issues, relevant to the agent/advisors practices. agent/advisor speaking and consulting; my office address - 1125 Cambridge Square Suite C Alpharetta, GA 30009; Start Date 08/2017; Role/Title: Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ARTISAN FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ALPHARETTA, GA; START DATE: 01/2019] [Writer; Writing articles for high profile publications - Medium, Forbes, HBR; Moore and Associates Wealth Management; Start Date 03/2019; Role/Title: Writer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; reinsuring the life insurance I write with New York Life; 51 Madison Ave NY, NY 10010; Start Date 11/2018; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Leadership Atlanta Investment Committee; Leadership Atlanta is a premier organization of Atlanta's top corporate, non-profit and government leaders.; 133 Peachtree St. Suite 2850 Atlanta, GA 30303; Start Date 05/2021; Role/Title: Volunteer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours;meet quarterly to review money manager's portfolio and as a committee to help decide financial goals with the capital] [Atlanta Women's Foundation; Atlanta Women's Foundation - Investment Committee Member AND board member. board of directors; 3715 Northside Parkway | Suite 4-725 | Atlanta, GA 30327; Start Date 12/2022; Role/Title: Volunteer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; I will be on the investment committee, reviewing the RFP for a vendor for their endowment. We are reviewing RFP's for new oversight of the Foundation's accounts. In addition, we are sitting in for investment reviews for the existing accounts. There are 5 others on the investment committee. No formal documentation exists. decide key events, decide key non-profits where fundraising will go, help promote attendance of key events, deciding future board/committee members.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-12
• S63 Uniform Securities Agent State Law Examination
  1999-10-12

Other Names

• Meredith Moore