Mario Orozco, financial advisor Herndon VA

Mario Orozco

CRD Number: 4469242
Current Firm: Eagle Strategies LLC

Mario Orozco (CRD# 4469242) is an Investment Advisor Representative working at Eagle Strategies LLC in Herndon, VA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Eldenstreet Financial, Llc D.b.a. Eldenstreet Financial Herndon, VA Apr 2017 - Current 6
Eagle Strategies LLC Vienna, VA Nov 2014 - Current 9
Nylife Securities LLC Vienna, VA Sep 2014 - Current 9
New York Life Insurance Co Vienna, VA Sep 2014 - Current 9
Valic Financial Advisors Centreville, VA Dec 2005 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Mario R. Orozco
Phone Number: (888) 695-3245
Registered State(s):
  • TX
  • VA
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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