Robert
Moffett

Olive Ridley Private Client Services LLC

CRD#5208466
Investment Advisor
in Newport, RI

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About this Advisor

Robert Moffett is a financial advisor working in Newport, Rhode Island. Moffett is an advisor for Olive Ridley Private Client Services LLC. Moffett has gained experience at American Funds, Northwestern Mutual Investment Services and Olive Ridley Private Client Services LLC. Moffett holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Rhode Island. Olive Ridley Private Client Services LLC is a registered investment business operating in Newport, Rhode Island.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Office Location

513 Broadway
Newport, RI 02840

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Robert Moffett Work History

Robert has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Olive Ridley Private Client Services LLC

2022 - 2022 (< 1 year)

Northwestern Mutual Investment Services

2015 - 2021 (6 years)

American Funds

2006 - 2015 (9 years)

American Funds

*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 Moffett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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