Michael Broderick, financial advisor Waltham MA

Michael Broderick

CRD Number: 1784522
Current Firm: Eagle Strategies LLC

Michael Broderick (CRD# 1784522) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Atlantic Planning Group, LLC Waltham, MA Aug 1996 - Current 27
Nylife Securities Inc. Waltham, MA Mar 1996 - Current 28
New York Life Ins. Company New York, NY Dec 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Contact Info for Michael F. Broderick
Phone Number: (888) 695-3245
Registered State(s):
  • MA
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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