Robert Covello (CRD# 2602341) is an Investment Advisor Representative working at Eagle Strategies LLC in Livingston, NJ and has over 23 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Saddle Brook, NJ | Mar 2020 - Current | 4 |
| Nylife Securities LLC | Saddle Brook, NJ | Feb 2020 - Current | 4 |
| New York Life Insurance Company | Saddle Brook, NJ | Nov 2019 - Current | 4 |
| Minnesota Life Insurance Company | St. Paul, MN | Mar 2017 - Dec 2019 | 2 |
| Securian Financial Services Inc. | St. Paul, MN | Mar 2017 - Dec 2019 | 2 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Incorporated | Roseland, NJ | Jul 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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