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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
475 North Martingale Road, Suite 1250, Schaumburg, IL, 60173
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is an investor in cryptocurrency for long-term growth since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
March 2024 - Present · 1 yr 10 mos
Nylife Securities LLC
July 2017 - Present · 8 yrs 6 mos
Nylife Securities LLCBroker
July 2017 - Present · 8 yrs 6 mos
State Registrations4 states
AZFLILLA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.