Stephen Nagy, financial advisor El Paso TX
93 score

Stephen Nagy

CRD Number: 3147215
Current Firm: Eagle Strategies LLC

Stephen Nagy (CRD# 3147215) is an Investment Advisor Representative working at Eagle Strategies LLC in El Paso, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC El Paso, TX Dec 2012 - Current 4
New York Life Insurance Company San Bernardino, CA Oct 1998 - Current 18
Nylife Securities Inc. San Bernardino, CA Oct 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Stephen J. Nagy
Phone Number: (888) 695-3245
Registered State(s):
  • TX
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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