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Antonia Anna Roig

Eagle Strategies LLC

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About Antonia Anna Roig

Antonia Roig is a financial advisor with Eagle Strategies LLC. Antonia has been in the financial industry since August 1998. Antonia Roig has a Series 6, Series 63, Series 26, Series 65, and SIE license. She has also worked for NYLIFE DISTRIBUTORS LLC and FIRST UNION BROKERAGE SERVICES, INC. Antonia Roig provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Antonia Roig is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

51 MADISON AVE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Antonia Roig’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (NEW YORK NY)

NJ

01/21/1999 - 11/06/2014

NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)

NC

12/10/1997 - 05/11/1998

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 7/8/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/7/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/7/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/8/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonia Anna Roig.
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