Robert Lockyer
Moondance Investment Advisors · Reading, Pennsylvania
Robert Lockyer is a fee-only financial advisor at Moondance Investment Advisors in Reading, Pennsylvania. Moondance Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Moondance Investment Advisors |
|---|---|
| Based in | Reading, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.8M across 99 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6873747 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.moondanceinvestments.com |
How Robert's firm compares
- Moondance Investment Advisors's average account is about $352,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Robert
Is Robert Lockyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Moondance Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Moondance Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Lockyer based?
Robert Lockyer is based in Reading, Pennsylvania.
Is Robert Lockyer registered with the SEC?
Yes. Robert Lockyer is registered as an investment adviser representative in PA (CRD 6873747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moondance Investment Advisors manage?
Moondance Investment Advisors reports $34.8M across 99 accounts in assets under management.
How do I contact Robert Lockyer?
Through Robert's website, www.moondanceinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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