Robert Moro
Robert Moro is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Fort Myers, FL, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
6811 Palisades Park Court, Suite 7, Fort Myers, FL, 33912
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Regulatory History (1)
Regulatory
September 2021Other Business ActivitiesSells Insurance
Robert is an insurance broker appointed with various outside insurance carriers, operating under DBA Pinnacle Group Benefits and DBA Pinnacle Strategies, Inc. He also dedicates minimal time to serving as a board member for Canterbury Board of Trustees.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.