AJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2253 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...
Advisor Information
Office location
8075 Leesburg Pike, Suite 400, Vienna, VA, 22182
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2017Settled
Other Business Activities
Aaron is an investment advisor affiliated with Eagle Strategies and a financial services professional affiliated with NYLife Securities LLC. He uses the d/b/a name 'Avenue Wealth' for NYL & non-NYL brokered cases.
Employment History
Current Registrations
Eagle Strategies LLC
July 2009 - Present · 16 yrs 6 mos
Nylife Securities LLCBroker
July 2006 - Present · 19 yrs 6 mos
State Registrations24 states
AZCACODCDEFLGAHIIAINLAMDMTNCNJNMNVNYORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.