Eagle Strategies LLC

Eagle Strategies LLC (CRD# 110826) is a financial advisory firm headquartered in New York, NY. They manage $8,546,118,534 in 50,776 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,546
    MILLION
  • Total Number of Accounts
    50,776
    ACCOUNTS
  • Average Account Value
    $168,310
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Eagle Strategies LLC
Showing 1 - 10 of 1,627 top financial advisors.
1
Robert Abendroth
CRD#: 6401139
201 Jones Road, 5th Floor, Waltham, MA 02451

Robert Abendroth (CRD# 6401139) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 5 years of experience in the finance industry.

2
Heidi L. Adams
CRD#: 6337395
822 West 1st St, Grand Island, NE 68801

Heidi Adams (CRD# 6337395) is an Investment Advisor Representative working at Eagle Strategies LLC in Grand Island, NE and has over 5 years of experience in the finance industry.

3
Laurie Adams
CRD#: 5650164
10885 Ne 4th Street, Suite 1400, Bellevue, WA 98004

Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

4
Susan B. Adams
CRD#: 6292146
12312 Olive Blvd, Suite 300, Saint Louis, MO 63141

Susan Adams (CRD# 6292146) is an Investment Advisor Representative working at Eagle Strategies LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

5
James E. Adkins
CRD#: 2708477
6901 Rockledge Drive - Suite 800, Bethesda, MD 20817

James Adkins (CRD# 2708477) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 24 years of experience in the finance industry.

6
Abbass Agahi
CRD#: 2844798
2020 Main Street, Suite 1200, Irvine, CA 92614

Abbass Agahi (CRD# 2844798) is an Investment Advisor Representative working at Eagle Strategies LLC in Irvine, CA and has over 23 years of experience in the finance industry.

7
David B. Agee
CRD#: 4383852
2999 Douglas Blvd, Suite 300, Roseville, CA 95661

David Agee (CRD# 4383852) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 18 years of experience in the finance industry.

8
Marina Ageyeva
CRD#: 2276021
12619 Wilbury Park, Houston, TX 77041

Marina Ageyeva (CRD# 2276021) is an Investment Advisor Representative working at Eagle Strategies LLC in Houston, TX and has over 26 years of experience in the finance industry.

9
Ali Agha
CRD#: 5680772
390 Berry Street, 4th Floor, Brooklyn, NY 11249

Ali Agha (CRD# 5680772) is an Investment Advisor Representative working at Eagle Strategies LLC in Brooklyn, NY and has over 9 years of experience in the finance industry.

10
Robert J. Ahearn
CRD#: 4505056
15305 Dallas Parkway, Suite 1050 Lb#15, Addison, TX 75001

Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 17 years of experience in the finance industry. Robert Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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