Raylonte M. Roach
EAGLE STRATEGIES LLC | Financial Advisor at Reveal Wealth
BETHESDA, MD 20817
CRD#: 7630413
Professional summary
Raylonte Marqui Roach, who also goes by Ray Roach, Raylonte Roach, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bethesda, Maryland and NYLIFE SECURITIES LLC located in Bethesda, Maryland.
Raylonte is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Raylonte has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
I am a financial professional giving back to the community by educating young families and pre-retirees on how to become financially free. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Question & Answer
What are your service offerings?
Retirement Planning,
Business Planning,
Individual Insurance (Life, He...
Estate Planning
Investments and Wealth Accumul...
Do you have an area of expertise or specialization?
Retirement Planning,
Risk Management and Insurance ...
College Planning,
Cash Flow Analysis
Investments and Wealth Accumul...
How do you get paid?
Commission,
% of AUM,
Hourly Charges,
Fee-Only
Are you a "fiduciary"?
Yes
Aliases
Ray Roach | Raylonte Roach
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6905 Rockledge Dr, Suite 900 Bethesda, MD 20817; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF R2 VISION FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BETHESDA, MD); START DATE: 10/2025]
CRS (Client Relationship Summary) - RIA
Click below to view Raylonte Marqui Roach's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 25, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 6905 Rockledge Dr Suite 900, Bethesda, MD 20817RIA
CRD#: 110826
BETHESDA, MD
Current
December 8, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817BD
CRD#: 5167
Bethesda, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(1/3/2023)
RR
Georgia(2/10/2023)
RR
Maryland(12/15/2022)
IAR
Maryland(10/25/2023)
RR
Massachusetts(3/25/2024)
RR
Michigan(7/25/2024)
RR
New York(9/15/2023)
RR
North Carolina(11/13/2023)
RR
Pennsylvania(3/12/2025)
RR
Texas(4/9/2024)
IAR
Texas(4/12/2024)
RR
Virginia(1/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/8/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
Financial Advisor at Reveal WealthCRD#: 110826Bethesda, MD 20817TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
