Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Charlotte, A to Z.
The short answer
21 registered advisors work at Eagle Strategies LLC in Charlotte, out of 2,273 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 21 are also registered broker representatives.
Eagle Strategies LLC advisors in Charlotte, A to Z
Every Eagle Strategies LLC advisor →- Braxton BarberAlso a broker rep
- Thomas J. CapulAlso a broker rep
- Justin CookAlso a broker rep
- Austin S. DantzlerAlso a broker rep
- Thomas FittsAlso a broker rep
- Ramone D. GivensAlso a broker rep
- Christopher R. HassettChartered Financial Consultant · Also a broker rep
- David P. JohnsonAlso a broker rep
- Denise L. JohnsonAlso a broker rep
- Ashley I. JohnstonAlso a broker rep
- Philip JuppAlso a broker rep
- William R. KaneAlso a broker rep
- Mac D. KowaleskiAlso a broker rep
- Kelli R. LittleChartered Financial Consultant · Also a broker rep
- Anastasios I. MarrosAlso a broker rep
- John E. MooreAlso a broker rep
- John E. NatoliCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Ian A. PetersAlso a broker rep
- Daniel RatajczakAlso a broker rep
- Gregory S. SnoorAlso a broker rep
- Wendell D. StallingsCertified Financial Planner, Chartered Financial Consultant · Also 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 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18Bellevue, WA 17
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Eagle Strategies LLC have in Charlotte?
21 investment adviser representatives are registered at Eagle Strategies LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 2 list the CFP designation and 21 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in Charlotte?
Eagle Strategies LLC ranks number 35 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Eagle Strategies LLC advisor in Charlotte?
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.