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Robert Drexel

Eagle Strategies LLC

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About Robert Drexel

Robert Drexel is an investment advisor representative at Eagle Strategies LLC. Robert has been in the financial services industry since 2018. Robert is registered in the state of New Jersey as a broker-dealer and investment advisor representative. Robert has passed the Series 63, Series 65, and SIE examinations. Robert is also an insurance broker. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals. Robert's firm, Eagle Strategies LLC, is a registered investment advisor with over 1998 registered representatives. Eagle Strategies LLC is headquartered in New York, NY.

Firm Information

Robert Drexel 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

1963 RT 34 BLDG B

WALL, NJ 07719

$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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Robert Drexel’s Registration & Firm History

NJ

11/28/2023 - Present

Eagle Strategies LLC (WALL NJ)

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Licenses & Designations

IA

Issued 11/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/9/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Drexel.
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