Colleen McTernan, financial advisor Eatontown NJ
93 score

Colleen McTernan

CRD Number: 3189756
Current Firm: Eagle Strategies LLC

Colleen McTernan (CRD# 3189756) is an Investment Advisor Representative working at Eagle Strategies LLC in Eatontown, NJ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Stragelies LLC Tinton Falls, NJ Sep 2009 - Current 7
Nylife Securities LLC Tinton Falls, NJ Jun 2008 - Current 8
Van Winkle Associates Tinton Falls, NJ Oct 1983 - Current 33
Macys Eatontown, NJ Oct 1999 - Sep 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Colleen M. McTernan
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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