Michael Bostick, financial advisor Greenville SC

Michael Bostick

CRD Number: 4506671
Current Firm: Eagle Strategies LLC

Michael Bostick (CRD# 4506671) is an Investment Advisor Representative working at Eagle Strategies LLC in Greenville, SC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Greenville, SC Apr 2017 - Current 7
New York Life Insurance Company Greenville, SC Feb 2002 - Current 22
Nylife Securities LLC Greenville, SC Feb 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Michael T. Bostick
Phone Number: (888) 695-3245
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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