AS
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
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Advisor Information
Office location
3000 Bayport Drive, Suite 1100, Tampa, FL, 33607
Get directionsRegulatory History (2)
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Financial
June 2018Final
Financial
June 2018Final
Other Business Activities
Adam owns a patent for a personal grooming invention device since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
November 2024 - Present · 1 yr 2 mos
Nylife Securities LLCBroker
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
Edward Jones Broker
April 2016 - August 2016 · 4 mos
State Registrations3 states
FLNMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.