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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
Barilotti Wealth Strategies, LLC 3 years, 6 months Oct 2015 - Present
Eagle Strategies LLC 3 years, 6 months Oct 2015 - Present
Nylife Securities LLC 3 years, 7 months Sep 2015 - Present
New York Life Insurance 3 years, 7 months Sep 2015 - Present
Purshe Kaplan Sterling Investments 11 months Oct 2014 - Sep 2015
Mcadam Financial Group 2 months Aug 2014 - Oct 2014
Mcadam LLC 3 years, 1 month Aug 2012 - Sep 2015
Ing Financial Partners, Inc 3 years, 5 months May 2011 - Oct 2014
Staples 1 year, 6 months Nov 2009 - May 2011
West Chester University 3 years, 8 months Sep 2008 - May 2012

Designations & Memberships

  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 1, 2019
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 July 10, 2017
    • $6.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 35K
      Accounts
    • $187.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees