Michael Savastano, financial advisor Andover MA

Michael Savastano

CRD Number: 1928370
Current Firm: Eagle Strategies LLC

Michael Savastano (CRD# 1928370) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Savastano Insurance And Financial Services Windham, NH Oct 2012 - Current 11
Eagle Strategies LLC Waltham, MA Oct 2008 - Current 15
Nylife Securities Inc. Waltham, MA Feb 1989 - Current 35
New York Life Ins. Waltham, MA Nov 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Savastano
Phone Number: (888) 695-3245
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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