Julianne Dahrooge, financial advisor Westborough MA
93 score

Julianne Dahrooge

CRD Number: 5334874
Current Firm: Eagle Strategies LLC

Julianne Dahrooge (CRD# 5334874) is an Investment Advisor Representative working at Eagle Strategies LLC in Westborough, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Chan And Dahrooge Financial Group, LLC Westborough, MA Mar 2015 - Current 1
Eagle Strategies LLC Westboro, MA Sep 2011 - Current 5
Nylife Securities LLC Waltham, MA Jul 2007 - Current 9
New York Life Insurance Company Waltham, MA Apr 2007 - Current 9
Assumtion College Worcester, MA Jul 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Julianne Dahrooge
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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