Skerdi Kostreci, financial advisor Bethesda MD

Skerdi Kostreci

CRD Number: 5061265
Current Firm: Eagle Strategies LLC

Skerdi Kostreci (CRD# 5061265) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 17 years of experience in the finance industry. Skerdi Kostreci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Bethesda, MD Jun 2014 - Current 9
Nylife Securities LLC Bethesda, MD Mar 2012 - Current 12
Sfa Bethesda, MD Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
Contact Info for Skerdi Kostreci
Phone Number: (888) 695-3245
Registered State(s):
  • MD
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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