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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Woburn, MA

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

The short answer

4 registered advisors work at Eagle Strategies LLC in Woburn, out of 2,273 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Eagle Strategies LLC advisors in Woburn, 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 Woburn

All Woburn advisors →

LPL Financial LLC 19Citizens Securities, Inc. 17Alta Wealth Advisors LLC 11Cetera Investment Advisers LLC 6Edward Jones 5Northwestern Mutual Investment Services, LLC 5Raymond James Financial Services Advisors, Inc. 5Savant Wealth Management 5Auour Investments LLC 4Flagship Private Wealth 4Strategic Advisers LLC 493 Financial Group, LLC 3

Questions

How many financial advisors does Eagle Strategies LLC have in Woburn?

4 investment adviser representatives are registered at Eagle Strategies LLC offices in Woburn, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 10 in Woburn by registered advisors; LPL Financial LLC has the most, with 19.

How do I check a Eagle Strategies LLC advisor in Woburn?

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.