Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Sean Moore
Financial advisor at Eagle Strategies
Based in New York, New York, Sean Moore is a fiduciary financial advisor with 4 years of industry experience. Sean has been with Eagle Strategies since 2024. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1 World Trade Center 39th Floor, New York, NY 10007
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEagle Strategies LLCCurrent firm
Contact Sean
(888) 695-3245Eagle Strategies main office 1 World Trade Center 39th FloorNew York, NY 10007Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Sean
Tailored to Sean’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sean
How do I contact Sean?
Call Eagle Strategies at (888) 695-3245 and ask for Sean Moore. Sean works from the New York, NY office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Sean hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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