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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Cupertino, CA

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Cupertino, A to Z.

The short answer

4 registered advisors work at Eagle Strategies LLC in Cupertino, out of 2,273 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Eagle Strategies LLC advisors in Cupertino, A to Z

Every Eagle Strategies LLC advisor →

Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Strategies LLC advisors in other cities

New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18

Other firms in Cupertino

All Cupertino advisors →

Morgan Stanley 49Charles Schwab & Co., Inc. 26J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Citigroup Global Markets Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3State Farm Investment Management Corp. 3The Wealth Consulting Group 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does Eagle Strategies LLC have in Cupertino?

4 investment adviser representatives are registered at Eagle Strategies LLC offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Eagle Strategies LLC one of the largest advisor employers in Cupertino?

Eagle Strategies LLC ranks number 7 in Cupertino by registered advisors; Morgan Stanley has the most, with 49.

How do I check a Eagle Strategies LLC advisor in Cupertino?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eagle Strategies LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.