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).

Current Firm Details
51 Madison Avenue, 12th Floor, New York, NY 10010
http://www.eaglestrategies.com
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 1,563 top financial advisors.
1
Robert Abendroth, financial advisor Waltham MA
Robert Abendroth
CRD#: 6401139
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 Adams, financial advisor Grand Island NE
Heidi L. Adams
CRD#: 6337395
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, financial advisor Bellevue WA
Laurie Adams
CRD#: 5650164
Bellevue, WA 98004

Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, WA and has over 10 years of experience in the finance industry.

4
Susan Adams, financial advisor Creve Coeur MO
Susan B. Adams
CRD#: 6292146
Creve Coeur, MO 63141

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

5
James Adkins, financial advisor Bethesda MD
James E. Adkins
CRD#: 2708477
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, financial advisor Irvine CA
Abbass Agahi
CRD#: 2844798
Irvine, CA 92614

Abbass Agahi (CRD# 2844798) is an Investment Advisor Representative working at Eagle Strategies LLC in Irvine, CA and has over 22 years of experience in the finance industry.

7
David Agee, financial advisor Roseville CA
David B. Agee
CRD#: 4383852
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, financial advisor Houston TX
Marina Ageyeva
CRD#: 2276021
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, financial advisor Brooklyn NY
Ali Agha
CRD#: 5680772
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 Ahearn, financial advisor Addison TX
Robert J. Ahearn
CRD#: 4505056
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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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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