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Gerard Anthony Rocchi

EAGLE STRATEGIES LLC·NEW YORK, New York
Unclaimed Profile
51 MADISON AVENUE, NEW YORK, NY 10010CRD# 1867122Firm CRD# 110826
01

About

Gerard Anthony Rocchi is a registered financial advisor based in NEW YORK, New York, affiliated with EAGLE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EAGLE STRATEGIES LLC
EAGLE STRATEGIES LLC
AUM
$20.4B
Regulatory assets under management
Employees
2567
Total firm employees
View all advisors at EAGLE STRATEGIES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1867122
Firm CRD# 110826
16 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerard Anthony Rocchi offer?
Gerard Anthony Rocchi specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Gerard Anthony Rocchi's credentials?
Gerard Anthony Rocchi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Anthony Rocchi located?
Gerard Anthony Rocchi is based in NEW YORK, New York, working with EAGLE STRATEGIES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Gerard Anthony Rocchi charge for services?
Gerard Anthony Rocchi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE STRATEGIES LLC?
EAGLE STRATEGIES LLC has approximately 2567 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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