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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Boca Raton, FL

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

8 registered advisors work at Eagle Strategies LLC in Boca Raton, out of 2,379 at the firm nationwide; it ranks number 34 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Eagle Strategies LLC advisors in Boca Raton, 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 129Waltham, MA 66Dallas, TX 34Melville, NY 32Frisco, TX 27White Plains, NY 27Houston, TX 25Austin, TX 24Vienna, VA 23Charlotte, NC 21Denver, CO 21Glendale, CA 21San Antonio, TX 20Saddle Brook, NJ 19San Francisco, CA 19

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Eagle Strategies LLC have in Boca Raton?

8 investment adviser representatives are registered at Eagle Strategies LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 2,379 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 34 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Eagle Strategies LLC advisor in Boca Raton?

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.