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John Michae Nocita

Eagle Strategies LLC

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About John Michae Nocita

John Michael Nocita is a registered investment advisor representative with Eagle Strategies LLC. John has been in the industry since December 7, 2014. He is licensed to provide investment advisory services in Maryland and Virginia. John has held previous positions at NYLIFE Securities LLC and AST Investor Services LLC. John's specializations include providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and investment companies. Eagle Strategies LLC is a registered investment advisor with approximately $20 billion in assets under management. The firm offers a wide range of services, including financial planning, portfolio management, and educational seminars.

Firm Information

John Nocita is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

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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John Nocita’s Registration & Firm History

MD

05/26/2022 - Present

Eagle Strategies LLC (BETHESDA MD)

NY

05/23/2017 - 06/08/2020

NYLIFE SECURITIES LLC (NEW YORK NY)

NY

06/19/2014 - 04/21/2017

AST INVESTOR SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michae Nocita.
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