Robert Joe Adams

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

• 06/2019 → 11/2022
  Ourisman Cdjr Of Woodbridge
  Woodbridge, VA
• 02/2016 → 05/2019
  Fca Us Llc
  Columbia, MD
• 11/2022 → Present
  New York Life Insurance Company
  Vienna, VA
• 12/2022 → Present
  Nylife Securities Llc
  Vienna, VA
• 02/2023 → Present
  Avenue Wealth
  Vienna, VA
• 03/2023 → Present
  Eagle Strategies Llc
  Vienna, VA

Other Businesses

[Rental Property; Vacation Rental Home. My wife and I are purchasing a vacation home that we will occasionally rent through a property management company. ; 1137 Mariners Way, #37, Huddleston, VA 24104; Start Date 06/2024; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (VIENNA, VA); START DATE: 02/2023][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 8075 Leesburg Pike Suite 400 Vienna, VA 22182; Start Date 04/2025; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2023-03-24

Other Names

• Robert Joe Adams