Rakesh Sharma, financial advisor Edison NJ

Rakesh Sharma

CRD Number: 3030547
Current Firm: Eagle Strategies LLC

Rakesh Sharma (CRD# 3030547) is an Investment Advisor Representative working at Eagle Strategies LLC in Edison, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Dgp Financial, LLC Edison, NJ Jun 2018 - Current 4
Eagle Strategies LLC Edison, NJ Oct 2014 - Current 7
Nylife Securities LLC Edison, NJ Dec 2012 - Current 9
New York Life Insurance Co Edison, NJ Jun 2012 - Current 10
Guardian Life Insurance Co Of America Bloomfield, NJ Jul 2012 - Oct 2012 < 1
Park Avenue Securities LLC Bloomfield, NJ Jul 2012 - Oct 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rakesh K. Sharma
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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