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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Matthews, NC

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

The short answer

4 registered advisors work at Eagle Strategies LLC in Matthews, out of 2,272 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Eagle Strategies LLC advisors in Matthews, 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 114Waltham, MA 65Dallas, TX 35Melville, NY 29Frisco, TX 26Houston, TX 25White Plains, NY 25Austin, TX 23Vienna, VA 23Glendale, CA 22Charlotte, NC 21Denver, CO 21Bethesda, MD 19Bellevue, WA 18Edison, NJ 18

Other firms in Matthews

All Matthews advisors →

Family Wealth Partners, LLC 6Independent Advisor Alliance, LLC 5Sapere Wealth Management, LLC 5Cambridge Investment Research Advisors, Inc. 4Edward Jones 4Tassel Capital Management, Inc. 4Commonwealth Financial Network 3Nexus Capital Inc. 3

Questions

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

4 investment adviser representatives are registered at Eagle Strategies LLC offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,272 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 Matthews?

Eagle Strategies LLC ranks number 5 in Matthews by registered advisors; Family Wealth Partners, LLC has the most, with 6.

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

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.