Robert Nowak, financial advisor Williston VT
93 score

Robert Nowak

CRD Number: 1078460
Current Firm: Eagle Strategies LLC

Robert Nowak (CRD# 1078460) is an Investment Advisor Representative working at Eagle Strategies LLC in Williston, VT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Nowak & Nowak Financial Services Williston, VT May 2009 - Current 7
Nylife Securities Inc. Williston, VT Jan 1983 - Current 33
Ny Life Ins. Company So Burlington, VT Jan 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Robert C. Nowak
Phone Number: (888) 695-3245
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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