Austin
Bustamante

Eagle Strategies LLC

CRD#5479532
Investment Advisor
in Redlands, CA

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About this Advisor

Austin Bustamante is a financial advisor based in Redlands, California, working with Eagle Strategies LLC. Austin has previously held positions at New York Life Insurance, Nylife Securities LLC, Eagle Strategies LLC, Generations Capital Strategies & Insurance Solutions, and Eagle Strategies LLC. Austin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Austin is part of Eagle Strategies LLC, which operates out of Redlands, California. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

1255 W Colton Avenue Suite 104
Redlands, CA 92374

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

CA Average: 88
Total Number of Accounts

95,287

CA Average: 3,892
Average Account Size

$213,647

CA 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

Austin Bustamante Work History

2023 - Present (1 year)

Eagle Stgrategies LLC

2014 - Present (10 years)

Generations Capital Strategies & Insurance Solutions

2013 - Present (11 years)

Eagle Strategies LLC

2009 - Present (15 years)

Nylife Securities LLC

2008 - Present (16 years)

New York Life Insurance

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Disclosures

Please visit the SEC profile of Austin Bustamante 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

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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