Sara Ashmawy, financial advisor New York NY

Sara Ashmawy

CRD Number: 6523623
Current Firm: Eagle Strategies LLC

Sara Ashmawy (CRD# 6523623) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Strategies, Inc. Melville, NY Jun 2019 - Current 2
Eagle Strategies, LLC Melville, NY Apr 2017 - Current 4
Nylife Securities, LLC Melville, NY Jul 2015 - Current 6
New York Life Insurance Company Melville, NY Jun 2015 - Current 6
Amal Sokkar Smithtown, NY May 2012 - Jun 2015 3
Binghampton University Binghampton, NY Aug 2011 - May 2015 3
Nw York Life Insurance Co Sleepy Hollow, NY May 2014 - Aug 2014 < 1
New York Life Insurance Co Manhattan, NY May 2013 - Aug 2013 < 1
New York Life Insurance Co Melville, NY May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Sara Ashmawy
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
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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