Robert
Rockett

Eagle Strategies LLC

CRD#1954933
Investment Advisor
in Tacoma, WA

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About this Advisor

Robert Rockett is a financial advisor based in Tacoma, Washington, working with Eagle Strategies LLC. Robert has previously held positions at Rockett & Son, LLC D/B/A Rockett Financial, Eagle Strategies LLC, R&S Financial, New York Life Insurance Co, and Nylife Securities Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Robert is part of Eagle Strategies LLC, which operates out of Tacoma, Washington. 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

Series 63, Series 65

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

310 6Th Street
Tacoma, WA 98402

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

WA Average: 88
Total Number of Accounts

95,287

WA Average: 3,892
Average Account Size

$213,647

WA 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 Rockett Work History

2019 - Present (6 years)

Rockett & Son, LLC D/B/A Rockett Financial

1999 - Present (26 years)

Eagle Strategies LLC

1989 - Present (36 years)

New York Life Insurance Co

1989 - Present (36 years)

Nylife Securities Inc

2001 - 2019 (18 years)

R&S Financial

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Rockett 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

Arvind Saxena
Fremont, CA
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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