Robert
Moore
Park Avenue Securities LLC
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About this Advisor
Robert Moore is a chartered financial consultant working in Birmingham, Alabama with a total of 19 years of industry experience. Moore is an employee of Park Avenue Securities LLC. Their career trajectory has included roles at Park Avenue Securities LLC and Guardian Life Insurance Co Of America. Moore maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina and Texas. Park Avenue Securities LLC is a registered investment business headquartered in New York, NY. It has offices in 385 locations and a total of 1,825 employees. It administers $10 billion in total assets among its 57,359 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets. Park Avenue Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services offered. Fees charged by Park Avenue Securities LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Robert Moore Work History
Robert has been registered as a financial advisor for 19 years.*
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Claremont, CA
Alpharetta, GA
Liberty Hill, TX
New York, NY
Allentown, PA
Warwick, NY
Mount Pleasant, SC
Buffalo, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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