Ryan Hart (CRD# 6302578) is an Investment Advisor Representative working at Eagle Strategies LLC in Danvers, MA and has over 10 years of experience in the finance industry.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Waltham, MA | Apr 2022 - Current | 2 |
| Nylife Securities LLC | Waltham, MA | Mar 2014 - Current | 10 |
| New York Life Insurance Company | Waltham, MA | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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