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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Williamsville, NY

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

The short answer

9 registered advisors work at Eagle Strategies LLC in Williamsville, out of 2,273 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Eagle Strategies LLC advisors in Williamsville, 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 Williamsville

All Williamsville advisors →

Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13

Questions

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

9 investment adviser representatives are registered at Eagle Strategies LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 14 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

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

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.