Unclaimed Profile

Dennis Victor Westgard

EAGLE STRATEGIES LLC·NEW YORK, New York

EAGLE STRATEGIES LLC

51 MADISON AVENUE, NEW YORK, NY 10010CRD# 464038Firm CRD# 110826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Victor Westgard · NEW YORK, NY

Registration

CRD #464038 · EAGLE STRATEGIES LLC

Brand Profile

Not yet started

Disclosure history

16 disclosures on file · See FINRA BrokerCheck for full record

About

Dennis Victor Westgard is a registered financial advisor based in NEW YORK, New York, affiliated with EAGLE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EAGLE STRATEGIES LLC

AUM

$20.4B

Regulatory assets under management

Employees

2567

Total firm employees

View all advisors at EAGLE STRATEGIES LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 464038

Firm CRD# 110826

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Victor Westgard offer?

Dennis Victor Westgard specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.

What are Dennis Victor Westgard's credentials?

Dennis Victor Westgard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Victor Westgard located?

Dennis Victor Westgard is based in NEW YORK, New York, working with EAGLE STRATEGIES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Dennis Victor Westgard charge for services?

Dennis Victor Westgard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE STRATEGIES LLC?

EAGLE STRATEGIES LLC has approximately 2567 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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