Eagle Strategies LLC

Eagle Strategies LLC (CRD# 110826) is a financial advisory firm headquartered in New York, NY. They manage $11,273,733,918 in 59,118 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
    11,274
    MILLION
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
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 1,695 top financial advisors.
1
Ehab Abdalla, financial advisor Sunrise FL
Ehab Abdalla
CRD#: 5570550
1300 Concord Terrace, 5th Floor, Sunrise, FL 33323

Ehab Abdalla (CRD# 5570550) is an Investment Advisor Representative working at Eagle Strategies LLC in Sunrise, FL and has over 12 years of experience in the finance industry. Ehab Abdalla 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.

2
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 6 years of experience in the finance industry.

3
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 10 years of experience in the finance industry.

4
Michael Ackerman, financial advisor Raleigh NC
Michael P. Ackerman
CRD#: 2807555
4140 Parklake Avenue, Suite 450, Raleigh, NC 27612

Michael Ackerman (CRD# 2807555) is an Investment Advisor Representative working at Eagle Strategies LLC in Raleigh, NC and has over 4 years of experience in the finance industry.

5
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 6 years of experience in the finance industry.

6
Laurie Adams, financial advisor Bellevue WA
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.

7
Susan Adams, financial advisor St. Louis MO
Susan B. Adams
CRD#: 6292146
12312 Olive Blvd, Suite 300, St. Louis, MO 63141

Susan Adams (CRD# 6292146) is an Investment Advisor Representative working at Eagle Strategies LLC in St. Louis, MO and has over 6 years of experience in the finance industry.

8
James Adkins, financial advisor Bethesda, MD
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 25 years of experience in the finance industry.

9
Abbass Agahi, financial advisor Irvine CA
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.

10
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 19 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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