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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Madison, WI

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

The short answer

5 registered advisors work at Eagle Strategies LLC in Madison, out of 2,272 at the firm nationwide; it ranks number 36 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Eagle Strategies LLC advisors in Madison, 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 Madison

All Madison advisors →

LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15

Questions

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

5 investment adviser representatives are registered at Eagle Strategies LLC offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 2,272 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

Eagle Strategies LLC ranks number 36 in Madison by registered advisors; LPL Financial LLC has the most, with 52.

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

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.