Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
351 Pleasant Street, Suite D, Northampton, MA, 01060
Get directionsRegulatory History
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 ActivitiesSells Insurance
Adam operates under the DBA name of Ostberg & Associates Financial Services and Insurance for selling New York Life products and services, and is a partner at Ostberg & Associates Enterprise LLC. He is also the Vice President of Pioneer Valley Estate Planning Council and a baseball coach, dedicating minimal time to each.