Cassandra Fyles (CRD# 6683931) is an Investment Advisor Representative working at Eagle Strategies LLC in Orwell, VT and has over 6 years of experience in the finance industry.
CRD# 1579811
Ubs Financial Services Inc.
CRD# 5477795
Commonwealth Financial Network
CRD# 2551741
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jcohen Financial | Orwell, VT | Jun 2023 - Current | < 1 |
| Eagle Strategies LLC | Orwell, VT | May 2022 - Current | 1 |
| Nylife Securities LLC | Colchester, VT | Jun 2017 - Current | 6 |
| New York Life Insurance Company | Colchester, VT | Jun 2016 - Current | 7 |
| Castleton University | Castleton, VT | Jun 2013 - Jun 2017 | 4 |
| Addison County Parent Child Center | Middlebury, VT | Jan 2015 - Apr 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- VT
-
Total Assets Under Management20,358MILLIONS
-
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
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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