Shawn Eagle, financial advisor Boston MA
89 score

Shawn Eagle

CRD Number: 6261098
Current Firm: Columbia Management Investment Advisers, LLC

Shawn Eagle (CRD# 6261098) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors Boston, MA Apr 2015 - Current 1
Fidelity Investments Merrimack, NH Oct 2013 - Apr 2015 1
Self Employed Boston, MA Jan 2012 - Aug 2013 1
Berklee College Of Music Boston, MA Jan 2011 - May 2013 2
Bmg Chrysalis New York, NY Jun 2012 - Aug 2012 < 1
Bostone Pizza Boston, MA Jan 2011 - Jan 2012 1
Guitar Sam Montpelier, VT Aug 2010 - Jan 2011 < 1
University Of Vermont Burlington, VT Aug 2009 - Dec 2010 1
Northstar Fireworks East Montpelier, VT May 2010 - Jul 2010 < 1
Sarducci's Restaurant Montpelier, VT Aug 2007 - Aug 2009 2
U-32 Jr/sr High School Montpelier, VT Aug 2003 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Shawn M. Eagle
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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