Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
CRD# 4176455
Morgan Stanley
CRD# 4403569
Moors & Cabot, Inc.
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Trumansburg, NY | Mar 2016 - Current | 8 |
| H&h Financial Group | Trumansburg, NY | Mar 2016 - Current | 8 |
| Nylife Securities LLC | Fairport, NY | Feb 2016 - Current | 8 |
| New York Life Insurance Company | Fairport, NY | Jan 2016 - Current | 8 |
| Village Of Trumansburg | Trumansburg, NY | Apr 2007 - Current | 17 |
| Self Employed | Trumansburg, NY | Jan 1996 - Jan 2016 | 20 |
| Scottrade Inc. | Ithaca, NY | Oct 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- NY
- PA
- TX
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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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