Vinod Mehta, financial advisor Albuquerque NM

Vinod Mehta

CRD Number: 4531948
Current Firm: Eagle Strategies LLC

Vinod Mehta (CRD# 4531948) is an Investment Advisor Representative working at Eagle Strategies LLC in Albuquerque, NM and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Albuquerque, NM Apr 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Vinod Mehta
Phone Number: (888) 695-3245
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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