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Robert Joe Adams III

Investment Adviser Representative at EAGLE STRATEGIES LLC

Vienna, VACRD #7648644Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Joe Adams has worked in the securities industry since 2022. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/24/2023
Series 7
General Securities Representative Examination
Passed 12/20/2022
SIE
Securities Industry Essentials Examination
Passed 11/23/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
3/27/2023Vienna, VA
NYLIFE SECURITIES LLCCurrent
12/20/2022Woodbridge, VA

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Joe Adams III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Robert Joe Adams III - Financial Advisor in Vienna, VA | AdvisorFinder