Stacy Pierre-Louis, financial advisor Uniondale NY

Stacy Pierre-Louis

CRD Number: 7007854
Current Firm: Eagle Strategies LLC

Stacy Pierre-Louis (CRD# 7007854) is an Investment Advisor Representative working at Eagle Strategies LLC in Uniondale, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Svp Financial Strategies Uniondale, NY Mar 2024 - Current < 1
Eagle Strategies LLC Lake Success, NY May 2021 - Current 3
Nylife Securities Lake Success, NY Sep 2018 - Current 5
New York Life Insurance Lake Success, NY Aug 2018 - Current 5
Unemployed Floral Park, NY May 2018 - Aug 2018 < 1
Ami New York, NY Jan 2017 - May 2018 1
News 12 Westchester, NY Aug 2016 - Jun 2017 < 1
News 12 Interactive Woodbury, NY Apr 2016 - Jun 2017 1
Unemployed Elmont, NY Aug 2015 - Aug 2016 1
Quinnipiac Univeristy Hamden, CT Aug 2011 - Jan 2016 4
Capital One Hewlett, NY Jan 2015 - Aug 2015 < 1
Unemployed Elmont, NY Jan 2008 - Jan 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Stacy V. Pierre-Louis
Phone Number: (888) 695-3245
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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