Matthew Walker, financial advisor Saddle Brook NJ

Matthew Walker

CRD Number: 4267358
Current Firm: Eagle Strategies LLC

Matthew Walker (CRD# 4267358) is an Investment Advisor Representative working at Eagle Strategies LLC in Saddle Brook, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Saddle Brook, NJ Oct 2019 - Current 1
Nylife Securities, LLC Saddle Brook, NJ Nov 2018 - Current 2
New York Life Insurance Company Saddle Brook, NJ Oct 2018 - Current 2
Mml Investors Services Saddle Brook, NJ Jan 2017 - Jul 2018 1
Massmutual Saddle Brook, NJ Dec 2016 - Jul 2018 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Dec 2016 < 1
Northwestern Mutual Life Ins Milwaukee, WI Jun 2009 - Dec 2016 7
Northwester Mutual Invst. LLC Milwaukee, WI May 2012 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Matthew C. Walker
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
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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