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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Santa Rosa, CA

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

The short answer

9 registered advisors work at Eagle Strategies LLC in Santa Rosa, out of 2,272 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.

Eagle Strategies LLC advisors in Santa Rosa, 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 114Waltham, MA 65Dallas, TX 35Melville, NY 29Frisco, TX 26Houston, TX 25White Plains, NY 25Austin, TX 23Vienna, VA 23Glendale, CA 22Charlotte, NC 21Denver, CO 21Bethesda, MD 19Bellevue, WA 18Edison, NJ 18

Other firms in Santa Rosa

All Santa Rosa advisors →

Morgan Stanley 50LPL Financial LLC 36Wells Fargo Clearing Services, LLC 36Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Charles Schwab & Co., Inc. 13Stifel, Nicolaus & Company, Incorporated 7Focus Partners Wealth, LLC 4Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Commonwealth Financial Network 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Eagle Strategies LLC have in Santa Rosa?

9 investment adviser representatives are registered at Eagle Strategies LLC offices in Santa Rosa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,272 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 7 in Santa Rosa by registered advisors; Morgan Stanley has the most, with 50.

How do I check a Eagle Strategies LLC advisor in Santa Rosa?

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.