Gerard Morra, financial advisor New Windsor NY

Gerard Morra

CRD Number: 4553554
Current Firm: Eagle Strategies LLC

Gerard Morra (CRD# 4553554) is an Investment Advisor Representative working at Eagle Strategies LLC in New Windsor, NY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Sleepy Hollow, NY Oct 2015 - Current 8
Nylife Securities LLC Sleepy Hollow, NY Sep 2015 - Current 8
New York Life Insurance Company Sleepy Hollow, NY Sep 2015 - Current 8
National Securities Poughkeepsie, NY Nov 2013 - Sep 2015 1
Asset & Financial Planning, Ltd Poughkeepsie, NY Jan 2008 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Gerard M. Morra
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • 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

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

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