Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in San Mateo, CA
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in San Mateo, A to Z.
The short answer
8 registered advisors work at Eagle Strategies LLC in San Mateo, out of 2,273 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Eagle Strategies LLC advisors in San Mateo, A to Z
Every Eagle Strategies LLC advisor →- Jennifer G. CheungAlso a broker rep
- Joanna J. CuiCertified Financial Planner · Also a broker rep
- Tara C. EllisAlso a broker rep
- Winny Y. LinAlso a broker rep
- Jaclyn E. MagbitangChartered Financial Consultant · Also a broker rep
- Nagarajan NilakantanAlso a broker rep
- Annaamalaii PalaniAlso a broker rep
- Rigoberto A. RuizAlso a broker rep
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 Mateo
All San Mateo advisors →Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6
Questions
How many financial advisors does Eagle Strategies LLC have in San Mateo?
8 investment adviser representatives are registered at Eagle Strategies LLC offices in San Mateo, 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 Mateo?
Eagle Strategies LLC ranks number 10 in San Mateo by registered advisors; Fisher Investments has the most, with 48.
How do I check a Eagle Strategies LLC advisor in San Mateo?
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.