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).
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Total Assets Under Management20,358MILLION
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Jeff Berg (CRD# 4026559) is an Investment Advisor Representative working at Eagle Strategies LLC in Stockton, CA and has over 24 years of experience in the finance industry.
Erica Berning (CRD# 5235652) is an Investment Advisor Representative working at Eagle Strategies LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Benjamin Berry (CRD# 5726918) is an Investment Advisor Representative working at Eagle Strategies LLC in Lynchburg, VA and has over 13 years of experience in the finance industry.
Dale Berry (CRD# 1336262) is an Investment Advisor Representative working at Eagle Strategies LLC in Raleigh, NC and has over 39 years of experience in the finance industry.
Michael Bils (CRD# 2441173) is an Investment Advisor Representative working at Eagle Strategies LLC in Seattle, WA and has over 30 years of experience in the finance industry.
Mark Biren (CRD# 1315502) is an Investment Advisor Representative working at Eagle Strategies LLC in Golden, CO and has over 27 years of experience in the finance industry.
Bailey Bishop (CRD# 2141055) is an Investment Advisor Representative working at Eagle Strategies LLC in Beverly, MA and has over 7 years of experience in the finance industry.
Toby Bishop (CRD# 2217185) is an Investment Advisor Representative working at Eagle Strategies LLC in Plano, TX and has over 31 years of experience in the finance industry.
Jay Black (CRD# 5996880) is an Investment Advisor Representative working at Eagle Strategies LLC in Ames, IA and has over 12 years of experience in the finance industry.
Kirk Blackman (CRD# 3102174) is an Investment Advisor Representative working at Eagle Strategies LLC in Mitchellville, MD and has over 25 years of experience in the finance industry.