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 11 - 20 of 1,952 top financial advisors.
11
Samir J. Alame
CRD#: 2257350
4140 Parklake Ave, Suite 450, Raleigh, NC 27612

Samir Alame (CRD# 2257350) is an Investment Advisor Representative working at Eagle Strategies LLC in Raleigh, NC and has over 31 years of experience in the finance industry.

12
Heather A. Albert
CRD#: 4962091
1290 West Myrtle Street, Suite 460, Boise, ID 83702

Heather Albert (CRD# 4962091) is an Investment Advisor Representative working at Eagle Strategies LLC in Boise, ID and has over 18 years of experience in the finance industry.

13
Joel Albert
CRD#: 6083715
5283 Corporate Drive, Suite 205, Frederick, MD 21702

Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 11 years of experience in the finance industry.

14
James J. Aldo
CRD#: 6628187
Vision Wealth Strategies 1500 West Park Drive, Suite 215, Westborough, MA 01581

James Aldo (CRD# 6628187) is an Investment Advisor Representative working at Eagle Strategies LLC in Westborough, MA and has over 7 years of experience in the finance industry.

15
Richard T. Alexander
CRD#: 5798808
1110 Montilimar Drive, Suite 1010, Mobile, AL 36609

Richard Alexander (CRD# 5798808) is an Investment Advisor Representative working at Eagle Strategies LLC in Mobile, AL and has over 10 years of experience in the finance industry.

16
Scott R. Alexander
CRD#: 2542170
17021 Lassen St, Northridge, CA 91325

Scott Alexander (CRD# 2542170) is an Investment Advisor Representative working at Eagle Strategies LLC in Northridge, CA and has over 29 years of experience in the finance industry.

17
Bulent Algokce
CRD#: 2984373
379 Thornall Street, 8th Floor, Edison, NJ 08837

Bulent Algokce (CRD# 2984373) is an Investment Advisor Representative working at Eagle Strategies LLC in Edison, NJ and has over 26 years of experience in the finance industry.

18
Harvey G. Allison
CRD#: 4073561
2965 Colonnade Drive, Suite 220, Roanoke, VA 24018

Harvey Allison (CRD# 4073561) is an Investment Advisor Representative working at Eagle Strategies LLC in Roanoke, VA and has over 24 years of experience in the finance industry.

19
Monty A. Alspaugh
CRD#: 4201153
2600 Network Blvd, Suite 130, Frisco, TX 75034

Monty Alspaugh (CRD# 4201153) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 23 years of experience in the finance industry.

20
Frank A. Amato
CRD#: 5388513
165 3rd Street, Leechburg Professional Building, Leechburg, PA 15656

Frank Amato (CRD# 5388513) is an Investment Advisor Representative working at Eagle Strategies LLC in Leechburg, PA and has over 15 years of experience in the finance industry.

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