Robert
Covello

Eagle Strategies LLC

CRD#2602341
Investment Advisor
in Livingston, NJ

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About this Advisor

Robert Covello is a financial advisor based in Livingston, New Jersey with a total of 3 years of relevant experience. Covello is currently employed by Eagle Strategies LLC. Over the course of their career, they have held roles at Massachusetts Mutual Life Insurance Company, Eagle Strategies LLC, New York Life Insurance Company, Metlife Securities Inc, Minnesota Life Insurance Company, Securian Financial Services Inc and Nylife Securities LLC. Covello maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Eagle Strategies LLC is an advisory firm based 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 assets across its 87,580 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a broad 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

354 Eisenhower Parkway
Livingston, NJ 07039

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NJ Average: 88
Total Number of Accounts

87,580

NJ Average: 3,892
Average Account Size

$190,309

NJ 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

Robert Covello Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Eagle Strategies LLC

2020 - Present (4 years)

Nylife Securities LLC

2019 - Present (5 years)

New York Life Insurance Company

2017 - 2019 (2 years)

Minnesota Life Insurance Company

2017 - 2019 (2 years)

Securian Financial Services Inc

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2009 - 2016 (7 years)

Metlife 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 Covello 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

Lynzie Wolters
Roseville, CA
Louis Orsatti
Waltham, MA
Kyoung Lee
Fairfax, VA
Vanessa Bucklin
Conrad, MT
Kristen Han
Bayside, NY
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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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.

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