Eagle Strategies LLC

Eagle Strategies LLC (CRD# 110826) is a financial advisory firm headquartered in New York, NY. They manage $16,667,263,900 in 87,580 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
51 Madison Avenue, 12th Floor, New York, NY 10010
http://www.eaglestrategies.com
By the Numbers
  • Total Assets Under Management
    16,667
    MILLION
  • 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
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 1,853 top financial advisors.
1
Robert Abendroth, financial advisor Waltham MA
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 8 years of experience in the finance industry.

2
Alexis Ablezer, financial advisor White Plains NY
Alexis Z. Ablezer
CRD#: 5563596
44 South Broadway, White Plains, NY 10601

Alexis Ablezer (CRD# 5563596) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 12 years of experience in the finance industry.

3
Heidi Adams, financial advisor Grand Island NE
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 8 years of experience in the finance industry.

4
James Adkins, financial advisor Bethesda MD
James E. Adkins
CRD#: 2708477
6901 Rockledge Dr, Ste 700, Bethesda, MD 20817

James Adkins (CRD# 2708477) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 27 years of experience in the finance industry.

5
Abbass Agahi, financial advisor Irvine CA
Abbass Agahi
CRD#: 2844798
2020 Main St, 10th Floor, Irvine, CA 92614

Abbass Agahi (CRD# 2844798) is an Investment Advisor Representative working at Eagle Strategies LLC in Irvine, CA and has over 26 years of experience in the finance industry.

6
David Agee, financial advisor Roseville CA
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 22 years of experience in the finance industry.

7
Ali Agha, financial advisor White Plains NY
Ali Agha
CRD#: 5680772
44 South Broadway, White Plains, NY 10601

Ali Agha (CRD# 5680772) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 13 years of experience in the finance industry.

8
Robert Ahearn, financial advisor Addison TX
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 21 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.

9
Wendy Aimola, financial advisor Waltham MA
Wendy R. Aimola
CRD#: 6581298
201 Jones Road, 5th Floor, Waltham, MA 02451

Wendy Aimola (CRD# 6581298) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 7 years of experience in the finance industry.

10
Akram Alabbassi, financial advisor Rego Park NY
Akram S. Alabbassi
CRD#: 4408429
92-25 Queens Blvd., Rego Park, NY 11374

Akram Alabbassi (CRD# 4408429) is an Investment Advisor Representative working at Eagle Strategies LLC in Rego Park, NY and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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