Robert Moore (CRD# 2051333) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 21 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Alden Associates, Inc. | Wayne, PA | Jul 2022 - Current | 1 |
| Pine Valley Investments, LLC | Marlton, NJ | Mar 2016 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2016 - Jun 2022 | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Mar 2015 - Mar 2016 | 1 |
| Morgan Stanley Smith Barney | Voorhees, NJ | Jun 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management1,743MILLIONS
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Total Number of Accounts4,147ACCOUNTS
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Average Account Value$420,185
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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