Thomas Raddatz (CRD# 2636663) is an Investment Advisor Representative working at Eagle Strategies LLC in Norfolk, VA and has over 28 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Norfolk, VA | Jun 2019 - Current | 5 |
Waterside Financial Group, LLC | Norfolk, VA | Jan 2011 - Current | 13 |
Nylife Securities Inc. | Norfolk, VA | Jun 1995 - Current | 29 |
New York Life Insurance Co | Norfolk, VA | Jan 1994 - Current | 30 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- VA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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