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President, COO, Treasurer, CCO, and CFO · Eagle Financial Strategies

Richard M. Nickerson

CRD 3245645 · Named on Form ADV at one SEC-registered adviser

At a glance

Eagle Financial Strategies, an SEC-registered wealth manager based in Bangor, ME with $146 million in regulatory assets, lists Richard M. Nickerson on its Form ADV as President, COO, Treasurer, CCO, and CFO, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.