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Roman Chiokadze

Eagle Strategies LLC

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About Roman Chiokadze

Roman Chiokadze is a financial advisor with Eagle Strategies LLC, a firm specializing in financial planning and investment management. Roman has been in the industry since 2021 and holds both Series 63 and 65 licenses. He has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Roman's focus is on helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. He also has experience in insurance brokerage and provides services to clients outside of Eagle Strategies LLC.

Firm Information

Roman Chiokadze 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

100 WITMER ROAD

HORSHAM, PA 19044

$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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Roman Chiokadze’s Registration & Firm History

PA

07/23/2024 - Present

Eagle Strategies LLC (HORSHAM PA)

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Licenses & Designations

IA

Issued 7/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/1/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/2/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roman Chiokadze.
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