Michael Savastano, financial advisor Andover MA
81 score

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 26 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 4
Eagle Strategies LLC Waltham, MA Oct 2008 - Current 8
Nylife Securities Inc. Waltham, MA Feb 1989 - Current 27
New York Life Ins. Waltham, MA Nov 1988 - Current 28
Savastano Insurance Windham, NH Dec 2005 - Oct 2012 6
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
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
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

Ready to hire a financial advisor? Get competitive proposals from Michael Savastano and other advisors.
BADGES
81

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