Robert
Westberg
Eagle Strategies LLC
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About this Advisor
Robert Westberg is a certified financial planner and chartered financial consultant working in Downers Grove, Illinois with a total of 23 years of industry experience. Westberg is an advisor for Eagle Strategies LLC. Throughout their career, Westberg has worked at Nylife Securities Inc and Eagle Strategies. Westberg holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Eagle Strategies LLC is a financial advisory company operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It controls $17 billion in total assets across its 87,580 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. Eagle Strategies LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually are based on the type of financial services offered. However, fee types billed by Eagle Strategies LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Robert Westberg Work History
Robert has been registered as a financial advisor for 23 years.*
Eagle Strategies
Nylife Securities Inc
*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 Robert Westberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
