Eagle Strategies LLC

Eagle Strategies LLC (CRD# 110826) is a financial advisory firm headquartered in New York, NY. They manage $20,357,746,578 in 95,287 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,358
    MILLION
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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 161 - 170 of 1,968 top financial advisors.
161
Lynne J. Carlo
CRD#: 2647540
51 Madison Avenue, New York, NY 10010

Lynne Carlo (CRD# 2647540) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 23 years of experience in the finance industry.

162
Alexandra M. Carney
CRD#: 6263470
495 North Keller Road, Suite 150, Maitland, FL 32751

Alexandra Carney (CRD# 6263470) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 8 years of experience in the finance industry.

163
Jemal Carter
CRD#: 5969117
120 Broadway, 29th Floor, New York, NY 10271

Jemal Carter (CRD# 5969117) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 11 years of experience in the finance industry.

164
Timothy C. Carter
CRD#: 1197042
Laguna Beach, CA

Timothy Carter (CRD# 1197042) is an Investment Advisor Representative working at Eagle Strategies LLC in Laguna Beach, CA and has over 26 years of experience in the finance industry.

165
Bradford C. Cary
CRD#: 1787811
318 North First Street, Saratoga, WY 82331

Bradford Cary (CRD# 1787811) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga, WY and has over 36 years of experience in the finance industry.

166
Luis R. Castaneda
CRD#: 2612971
2625 Townsgate Rd, Suite 300, Westlake Village, CA 91361

Luis Castaneda (CRD# 2612971) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.

167
Guzman J. Castro
CRD#: 6438988
482 Jacsonville Drive, Jacksonville Beach, FL 32250

Guzman Castro (CRD# 6438988) is an Investment Advisor Representative working at Eagle Strategies LLC in Jacksonville Beach, FL and has over 8 years of experience in the finance industry.

168
Ryan P. Catlaw
CRD#: 4818246
379 Thornall Street, 8th Floor, Edison, NJ 08837

Ryan Catlaw (CRD# 4818246) is an Investment Advisor Representative working at Eagle Strategies LLC in Edison, NJ and has over 19 years of experience in the finance industry.

169
Larry A. Catlos
CRD#: 1101825
674 Philadelphia Street, Suite 200, Indiana, PA 15701

Larry Catlos (CRD# 1101825) is an Investment Advisor Representative working at Eagle Strategies LLC in Indiana, PA and has over 39 years of experience in the finance industry.

170
Julia A. Catuara
CRD#: 2026690
5850 Waterloo Road, Suite 140, Columbia, MD 21045

Julia Catuara (CRD# 2026690) is an Investment Advisor Representative working at Eagle Strategies LLC in Columbia, MD and has over 34 years of experience in the finance industry.

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