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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in San Jose, CA

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

The short answer

8 registered advisors work at Eagle Strategies LLC in San Jose, out of 2,273 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Eagle Strategies LLC advisors in San Jose, 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 San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

How many financial advisors does Eagle Strategies LLC have in San Jose?

8 investment adviser representatives are registered at Eagle Strategies LLC offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 19 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Eagle Strategies LLC advisor in San Jose?

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.