Carisse Gafni, financial advisor Reno NV

Carisse Gafni

CRD Number: 3111577
Current Firm: Eagle Strategies LLC

Carisse Gafni (CRD# 3111577) is an Investment Advisor Representative working at Eagle Strategies LLC in Reno, NV and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Reno, NV May 2014 - Current 9
New York Life Insurance Reno, NV Oct 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Carisse M. Gafni
Phone Number: (888) 695-3245
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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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