Christopher
Gilbertson

Eagle Strategies LLC

CRD#6379302
Investment Advisor
in Los Angeles, CA
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About this Advisor

Christopher Gilbertson is an advisor whose office is in Los Angeles, California. Currently an investment advisor with Eagle Strategies LLC, they have gathered 12 years of professional experience in the financial advisory industry. Gilbertson has Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Gilbertson is registered to work with clients based out of California. During their career, the advisor has held roles at Addaddy LLC, Nylife Securities LLC, New York Life Insurance Co, Starbucks, United Parcel Service and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in Los Angeles, California, and operates out of 791 other brick-and-mortar locations throughout the country. As a company, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 accounts and employs more than 1,913 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. Currently 22% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Eagle Strategies LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

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

Disclosures

No

Office Location

2029 Century Park East Suite 950
Los Angeles, CA 90067-2918

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

CA Average: 88
Total Number of Accounts

50,776

CA Average: 3,892
Average Account Size

$168,310

CA Average: $1,917,921

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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

Christopher Gilbertson Work History

Christopher has 12 years of experience.

2016 - Present (3 years)

Eagle Strategies LLC

2014 - 2014 (0 years)

Addaddy LLC

2014 - Present (5 years)

Nylife Securities LLC

2014 - Present (5 years)

New York Life Insurance Co

2013 - 2014 (1 years)

Starbucks

2006 - 2013 (7 years)

United Parcel Service

Disclosures

Christopher Gilbertson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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