Roselyn
Spaan

Eagle Strategies LLC

CRD#7373640
Investment Advisor
in Daphne, AL

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About this Advisor

Roselyn Spaan is a financial advisor working out of Daphne, Alabama who has 1 year of industry experience. Spaan is currently employed by Eagle Strategies LLC. Over the course of their career, Spaan has held roles at New York Life Insurance Company, Nylife Securities LLC, Cojack Investments, Master Joes, Homemaker, University Of Southern California, Dowell Financial Group, Inc and Eagle Strategies LLC. Spaan has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Alabama and Florida. Eagle Strategies LLC is an advisory business operating out of New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in assets under management across its 87,580 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. Eagle Strategies LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Eagle Strategies LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27154-A Pollard Rd
Daphne, AL 36526-5300

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

AL Average: $7,464,549,021
Total Number of Employees

2,392

AL Average: 88
Total Number of Accounts

87,580

AL Average: 3,892
Average Account Size

$190,309

AL Average: $1,917,921

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

Roselyn Spaan Work History

Roselyn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dowell Financial Group, Inc

2022 - Present (2 years)

Eagle Strategies LLC

2021 - Present (3 years)

New York Life Insurance Company

2021 - Present (3 years)

Nylife Securities LLC

2019 - 2021 (2 years)

Cojack Investments

2017 - 2019 (2 years)

Master Joes

2013 - 2017 (4 years)

Homemaker

2010 - 2013 (3 years)

University Of Southern California

*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 Roselyn Spaan 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

Daniel Lopez
Thousand Oaks, CA
John Schweitzer
Overland Park, KS
Kyoung Lee
Fairfax, VA
Jaclyn Magbitang
San Mateo, CA
Joshua Mccarthy
Buffalo, NY
Michael Golosovker
Nashua, NH
Zuzana Ambrova
Matthews, NC
Bradley Brodersen
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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