John
Nocita
Eagle Strategies LLC
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About this Advisor
John Nocita is a financial advisor based out of Bethesda, Maryland with 1 year of industry experience. Nocita is an employee of Eagle Strategies LLC. Nocita has gained experience at Ast Investor Services, LLC, American Stock Transfer & Trust Company, Nylife Securities LLC, New York Life Insurance Co, Ast Equity Plan Solutions, Strategic Financial Associates and Eagle Strategies LLC. Nocita has Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Maryland. Eagle Strategies LLC is a registered investment firm operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It manages $17 billion in assets under management between its 87,580 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth clients who have more than $1 million in assets available to invest. Eagle Strategies LLC performs a diverse array 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. A financial advisor's fee schedules typically vary depending on which service is offered. However, fee types charged by Eagle Strategies LLC likely consist 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
John Nocita Work History
John has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
Strategic Financial Associates
Nylife Securities LLC
Nylife Securities LLC
New York Life Insurance Co
Ast Investor Services, LLC
American Stock Transfer & Trust Company
Ast Equity Plan Solutions
*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 John Nocita 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
Conrad, MT
Nashua, NH
Thousand Oaks, CA
Matthews, NC
Roseville, CA
Buffalo, NY
San Jose, CA
San Mateo, CA
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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