Richard Basulto (CRD# 6975659) is an Investment Advisor Representative working at Eagle Strategies LLC in Uniondale, NY and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Lake Success, NY | Dec 2022 - Current | 1 |
| Nylife Securites LLC | Lake Success, NY | Sep 2018 - Current | 5 |
| New York Life Insurance Co | Lake Success, NY | Jun 2018 - Current | 5 |
| Mazorra Business Services | Woodside, NY | Aug 2016 - Jun 2018 | 1 |
| Fiddlesticks | New York, NY | May 2016 - Jul 2016 | < 1 |
| Clearview Park Golf Course | Bayside, NY | Aug 2014 - Apr 2016 | 1 |
| Queensborough Community College | Oakland Gardens, NY | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NY
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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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