Wells Fargo Advisors
40yrs
Top advisor by experience in Yorktown
9yrs
Based in Yorktown, Virginia, Robert Self is a fiduciary financial advisor with 9 years of industry experience. Robert joined Eagle Strategies in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Yorktown, and one of 16 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office101 Production Drive, Yorktown, VA 23693
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowEagle Strategies LLCCurrent firm
Contact Robert
Local office(757) 604-2068Ask for Robert. (888) 695-3245Main office · New York, NY 101 Production DriveYorktown, VA 23693Office · Get directions Firm websitewww.eaglestrategies.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (757) 604-2068 or the Eagle Strategies main office at (888) 695-3245, and ask for Robert Self.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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