Donna
Rowell
Eagle Strategies LLC
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About this Advisor
Donna Rowell is a financial advisor working out of Mobile, Alabama with 4 years of relevant experience. Rowell is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Co, Nylife Securities LLC, Aker Solutions, Inc and Eagle Strategies LLC. Rowell maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. Eagle Strategies LLC is a firm headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets among its 87,580 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Eagle Strategies LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Eagle Strategies LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donna Rowell Work History
Donna has been registered as a financial advisor for 4 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Aker Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donna Rowell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Thousand Oaks, CA
Edison, NJ
Madison, CT
San Mateo, CA
Atlanta, GA
Fort Collins, CO
Matthews, NC
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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