Unclaimed Profile

Robert Joseph Moore

PRIVATE ADVISOR GROUP, LLC·MORRISTOWN, New Jersey

SIE, Series 6, Series 24, Series 26, Series 27, Series 63, Series 65CFAClean record6 years registeredPRIVATE ADVISOR GROUP, LLC

305 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 2445455Firm CRD# 155216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Joseph Moore · MORRISTOWN, NJ

Registration

CRD #2445455 · PRIVATE ADVISOR GROUP, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE ADVISOR GROUP, LLC

PRIVATE ADVISOR GROUP, LLC

Dec 2020 – Dec 2025

San Diego, CA

MORTGAGE REIT INVESTMENT ADVISORS, LLC

Oct 2019 – May 2020

San Diego, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 24

Series 26

Series 27

Series 63

Series 65

Registration record

First registered · October 2, 2019

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE ADVISOR GROUP, LLC

CRD 155216 · SEC 801-72060

AUM

$35.3B

Regulatory assets under management

Employees

746

129,657 client accounts

Services offered by PRIVATE ADVISOR GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE ADVISOR GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Joseph Moore offer?

Robert Joseph Moore specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Joseph Moore's credentials?

Robert Joseph Moore holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Joseph Moore located?

Robert Joseph Moore is based in MORRISTOWN, New Jersey, last registered with PRIVATE ADVISOR GROUP, LLC.

How does Robert Joseph Moore charge for services?

Robert Joseph Moore's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE ADVISOR GROUP, LLC?

PRIVATE ADVISOR GROUP, LLC has approximately 746 employees and manages $35.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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