Christopher Cloutier, financial advisor Hadley MA
93 score

Christopher Cloutier

CRD Number: 1854056
Current Firm: Eagle Strategies LLC

Christopher Cloutier (CRD# 1854056) is an Investment Advisor Representative working at Eagle Strategies LLC in Hadley, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Retiree Financial And Insurance Service South Hadley, MA Jun 2012 - Current 4
Nylife Securities Inc. Waltham, MA Feb 1991 - Current 25
New York Life Waltham, MA Nov 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Christopher T. Cloutier
Phone Number: (888) 695-3245
Registered State(s):
  • MA
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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