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EAGLE STRATEGIES LLC
EAGLE STRATEGIES LLC
NEW YORK, New York
·
25 registered advisors
·
CRD# 110826
SEC# 801-32987
849
(888) 695-3245
01
Firm Overview
AUM
$20.4B
Regulatory assets under management
Employees
2567
Total firm employees
Advisors
25
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at EAGLE STRATEGIES LLC
25 registered advisors
Barbara Joan Mcinerney
NEW YORK, New York
CRD# 1903614
Brian Charles Loutrel
NEW YORK, New York
CRD# 3025266
Conner Mcgee
NEW YORK, New York
CRD# 4570932
Dorothy Theresa Howe
NEW YORK, New York
CRD# 1482357
Dylan Wei Huang
NEW YORK, New York
CRD# 6233208
Gerard Anthony Rocchi
NEW YORK, New York
CRD# 1867122
Gregory Harold Webster
NEW YORK, New York
CRD# 1494389
Helen Wei
NEW YORK, New York
CRD# 7554961
James Anthony Stark
NEW YORK, New York
CRD# 3094686
Joseph William Oneill
NEW YORK, New York
CRD# 2098884
Marijo Ford Murphy
NEW YORK, New York
CRD# 4684592
Mauro Aurelio Antognelli
NEW YORK, New York
CRD# 5962163
Michael Linus Stroka
NEW YORK, New York
CRD# 2894696
Mitchell Pary Ascione
NEW YORK, New York
CRD# 1897252
Nabeed Zaman
NEW YORK, New York
CRD# 6410914
Natalie Lamarque
NEW YORK, New York
CRD# 6719424
Patricia Elizabeth Loftus
NEW YORK, New York
CRD# 2156131
Paul Cohn Mcclung
NEW YORK, New York
CRD# 3236946
Pedram Afshar-Sadabad
NEW YORK, New York
CRD# 5820776
Rafaela Maria Herrera
NEW YORK, New York
CRD# 1394502
Richard Francis Murphy
NEW YORK, New York
CRD# 2746184
Robin Melissa Wagner
NEW YORK, New York
CRD# 1293830
Rocco Volpe
NEW YORK, New York
CRD# 2337338
Sheila Kearney Davidson
NEW YORK, New York
CRD# 2202606
Silvio Joseph Disisto
NEW YORK, New York
CRD# 4239836
05
Office Locations
NEW YORK, New York
25 advisors
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Data sourced from SEC Form ADV filings. EAGLE STRATEGIES LLC (CRD# 110826) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.