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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Eagle Strategies LLC 5 years, 3 months Apr 2011 - Present
Nylife Securities Inc. 11 years, 10 months Sep 2004 - Present
New York Life Insurance Company 11 years, 10 months Sep 2004 - Present
Are You
Dale Curtis Berry?
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Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Dale Berry

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 19, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Eagle Strategies LLC

Last updated on May 20, 2016
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $172.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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