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Richard John Pinkos

Eagle Strategies LLC

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About Richard John Pinkos

Richard John Pinkos is an active investment advisor representative with Eagle Strategies LLC. Richard joined the industry on August 22, 1983 and has held prior roles at THE VARIABLE ANNUITY MARKETING COMPANY and SECURITY FIRST FINANCIAL, INC.. Richard John Pinkos has passed the Series 6, Series 63, Series 22, Series 65 and SIE exams. Richard John Pinkos has earned the Chartered Financial Consultant designation. In addition to working with Eagle Strategies LLC, Richard John Pinkos is also an Insurance Broker with an outside carrier.

Firm Information

Richard Pinkos 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.

$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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Richard Pinkos’s Registration & Firm History

MA

11/16/2001 - Present

Eagle Strategies LLC (CHICOPEE MA)

NA

07/27/1984 - 12/19/1986

THE VARIABLE ANNUITY MARKETING COMPANY

NA

07/15/1983 - 08/13/1984

SECURITY FIRST FINANCIAL, INC.

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Licenses & Designations

IA

Issued 9/4/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/3/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 7/14/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard John Pinkos. Review regulatory record here.
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