Robert
Covello
Eagle Strategies LLC
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About this Advisor
Robert Covello is a financial advisor based in Livingston, New Jersey, working with Eagle Strategies LLC. Robert has previously held positions at Eagle Strategies LLC, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Minnesota Life Insurance Company, Securian Financial Services Inc, Nylife Securities LLC, and New York Life Insurance Company. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Robert is part of Eagle Strategies LLC, which operates out of Livingston, New Jersey. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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 Covello Work History
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Minnesota Life Insurance Company
Securian Financial Services Inc
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Robert Covello 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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