Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in Waltham, MA
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Waltham, A to Z.
The short answer
65 registered advisors work at Eagle Strategies LLC in Waltham, out of 2,273 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 65 are also registered broker representatives.
Eagle Strategies LLC advisors in Waltham, A to Z
Every Eagle Strategies LLC advisor →- Joanna AntonopoulosAlso a broker rep
- Nathan BallentineAlso a broker rep
- Jacob BattersbyAlso a broker rep
- Patrick J. BattersbyAlso a broker rep
- Paul M. BegganAlso a broker rep
- Matthew R. BrightmanAlso a broker rep
- Delia C. BrimmerAlso a broker rep
- Michael F. BroderickAlso a broker rep
- David M. BurgAlso a broker rep
- Hugh L. CampbellAlso a broker rep
- Caitlin M. CullertonAlso a broker rep
- Myles C. DavisAlso a broker rep
- Lee R. DeanAlso a broker rep
- Pamela J. DestefanoAlso a broker rep
- Anesti DukaAlso a broker rep
- Christopher M. EppichAlso a broker rep
- Scott L. FontaineAlso a broker rep
- Dmitry FrenklakhAlso a broker rep
- Bryan W. GesualdoAlso a broker rep
- Yanzhi GongAlso a broker rep
- Liam J. GreeneAlso a broker rep
- John M. HaysAlso a broker rep
- Michael W. HurleyAlso a broker rep
- Wenping JinAlso a broker rep
- David F. Keefe IIIAlso a broker rep
- Richard G. KellyChartered Financial Consultant · Also a broker rep
- Andrew J. LevensonAlso a broker rep
- Timothy S. LibbyAlso a broker rep
- Benjamin LisleAlso a broker rep
- Luis A. LopezAlso a broker rep
- Daniel T. MaherAlso a broker rep
- Leon P. Martin Jr.Also a broker rep
- Sandra M. MazzolaAlso a broker rep
- Peter J. McAvinnCertified Financial Planner · Also a broker rep
- Stephen H. McCueAlso a broker rep
- Kimberly McKownChartered Financial Consultant · Also a broker rep
- Rory McNabbAlso a broker rep
- Anthony MeloAlso a broker rep
- Daniel R. MoraesAlso a broker rep
- Jonathan D. MorrillAlso a broker rep
- Kevyn B. MoseleAlso a broker rep
- Brett NagleAlso a broker rep
- Hai NguyenAlso a broker rep
- Michael NicholsAlso a broker rep
- Anja B. NickelAlso a broker rep
- Hirokazu OnumaChartered Financial Consultant · Also a broker rep
- Louis W. OrsattiAlso a broker rep
- Matthew T. PettineAlso a broker rep
- Hillary K. PriceChartered Financial Consultant · Also a broker rep
- Edward S. RitchieAlso a broker rep
- Julia G. RobinsonAlso a broker rep
- Richard P. SantosAlso a broker rep
- Robert J. ShoffAlso a broker rep
- Nicholas SilvaCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Mary L. StocktonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Cherilyn J. TaylorAlso a broker rep
- William J. Terry IIIAlso a broker rep
- Crystal R. TurnerChartered Financial Analyst · Also a broker rep
- Jason C. VanderstreetAlso a broker rep
- Jeffrey D. VarsaAlso a broker rep
- Leudson A. VelozAlso a broker rep
- Jing WangAlso a broker rep
- David J. WilsonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Wei XueAlso a broker rep
- Alex Y. YangAlso 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 121Dallas, 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 18Bellevue, WA 17
Other firms in Waltham
All Waltham advisors →Commonwealth Financial Network 130Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8Windrose Advisors LLC 8
Questions
How many financial advisors does Eagle Strategies LLC have in Waltham?
65 investment adviser representatives are registered at Eagle Strategies LLC offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 4 list the CFP designation and 65 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in Waltham?
Eagle Strategies LLC ranks number 2 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.
How do I check a Eagle Strategies LLC advisor in Waltham?
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.