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).

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
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 1,935 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 9 years of experience in the finance industry.

2
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 13 years of experience in the finance industry.

3
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 9 years of experience in the finance industry.

4
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 28 years of experience in the finance industry.

5
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 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
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 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 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 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 22 years of experience in the finance industry.

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