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Robert Moore is a registered investment advisor, based in Marlton, NJ, with 24 years of industry experience.
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2025Pending
Customer Dispute
August 2011Settled
Other Business ActivitiesSells Insurance
Robert is a Senior Investment Advisor at Pine Valley Investments, LLC, dedicating over half his time to managing client assets and providing investment advice. He also works as an insurance agent offering fixed insurance solutions to clients, spending a few hours per week on this activity.
Employment History
Current Registrations
J. Alden Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
J. Alden Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Pine Valley Investments
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2016 - June 2022 · 5 yrs 8 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2002 - April 2007 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
June 2002 - April 2007 · 4 yrs 10 mos
Professional Edge Fund L.P.Broker
February 2000 - February 2001 · 1 yr
State Registrations4 states
DEFLNJPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.