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Robert Norman Nocera

Eagle Strategies LLC

Whitsett, NC

CRD 5858305

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-09-21
  • NC RA
    APPROVED
    Since 2022-09-21

Branch Locations

Whitsett, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Okemos MI 08/2022 Present
New York Life Insurance Company Okemos MI 10/2010 Present
Eagle Strategies Llc Whitsett NC 09/2022 Present
  • 08/2022 → Present
    Nylife Securities Llc
    Okemos, MI
  • 10/2010 → Present
    New York Life Insurance Company
    Okemos, MI
  • 09/2022 → Present
    Eagle Strategies Llc
    Whitsett, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-21
S63 Uniform Securities Agent State Law Examination 2011-01-12
  • S66 Uniform Combined State Law Examination
    2016-06-21
  • S63 Uniform Securities Agent State Law Examination
    2011-01-12

View on SEC IAPD

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