Sean Moore
Investment adviser representative at Eagle Strategies LLC
16 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Eagle Strategies LLCMar 2024 to now
- Reveal WealthJan 2023 to now
- Nylife Securities LLC.Nov 2021 to now
- New York Life Insurance CompanyMay 2021 to now
- National Income Life Insurance ComapanyMay 2020 to Oct 2021
- Platinum Rapid Funding GroupJan 2017 to Oct 2017
- Suny College At Old WestburyJan 2013 to May 2019
- Gmnb EnterprisesNov 2010 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7360950
- Firm CRD
- 110826