Rakesh Sharma
Rakesh Sharma is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, with 27 years of industry experience. Rakesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
379 Thornall Street, 8th Floor, Edison, NJ, 08837
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Rakesh operates under the DBA name of DGP Financial, LLC to sell New York Life products and services and broker non-registered insurance products. This activity is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wall Street Financial Group, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.