Stuart Vanwinkle, financial advisor Tinton Falls NJ

Stuart Vanwinkle

CRD Number: 1637734
Current Firm: Eagle Strategies LLC

Stuart Vanwinkle (CRD# 1637734) is an Investment Advisor Representative working at Eagle Strategies LLC in Tinton Falls, NJ and has over 25 years of experience in the finance industry. Stuart Vanwinkle 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
Mahoney Financial Organization, LLC Tinton Falls, NJ Nov 2012 - Current 11
Eagle Strategies LLC Tinton Falls, NJ Jul 2009 - Current 14
Nylife Securities Inc. Tinton Falls, NJ Jan 1987 - Current 37
New York Life Tinton Falls, NJ Aug 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Stuart W. Vanwinkle
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
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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