Ronald Eric Bock

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Bock Financial Services
  Bradenton, FL
• 02/1996 → Present
  New York Life Ins Company
  Tampa, FL
• 02/1996 → Present
  Nylife Securities Llc
  Tampa, FL

Other Businesses

I AM APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING TRADITIONAL INSURANCE PRODUCTS. I SELL THESE PRODUCTS THROUGH MY DBA, BOCK FINANCIAL SERVICES][Buoy To Buoy Charitable Foundation; Raise monies to benefit local charities; 3814 65th St E., Bradenton, FL 34208; Start Date 05/2026; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; fundraising]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-30
• S63 Uniform Securities Agent State Law Examination
  1995-03-31

Other Names

• R Eric Bock
• Eric Bock