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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Sacramento, CA

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

The short answer

4 registered advisors work at Eagle Strategies LLC in Sacramento, out of 2,273 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Eagle Strategies LLC advisors in Sacramento, 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 Sacramento

All Sacramento advisors →

Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 35Osaic Wealth, Inc. 27Charles Schwab & Co., Inc. 19Captrust 17Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13

Questions

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

4 investment adviser representatives are registered at Eagle Strategies LLC offices in Sacramento, 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 Sacramento?

Eagle Strategies LLC ranks number 28 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.

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

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.