Ronald
Bock

Eagle Strategies LLC

CRD#2550761
Investment Advisor
in Sarasota, FL

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About this Advisor

Ronald Bock is a financial advisor working in Sarasota, Florida with a total of 24 years of relevant experience. Bock is an advisor for Eagle Strategies LLC. The advisor has gained experience at Bock Financial Services, New York Life Ins Company and Nylife Securities LLC. Bock has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Eagle Strategies LLC is an advisory business operating out of New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It manages $17 billion in assets under management across its 87,580 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2831 Ringling Blvd Suite C-109
Sarasota, FL 34237

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

FL Average: $7,464,549,021
Total Number of Employees

2,392

FL Average: 88
Total Number of Accounts

87,580

FL Average: 3,892
Average Account Size

$190,309

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ronald Bock Work History

Ronald has been registered as a financial advisor for 24 years.*

2007 - Present (17 years)

Bock Financial Services

1996 - Present (28 years)

New York Life Ins Company

1996 - Present (28 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ronald Bock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Jaclyn Magbitang
San Mateo, CA
Walter Lawrence
Monroe, LA
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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