Jeffrey
Czerwinski

Eagle Strategies LLC

CRD#2069288
Investment Advisor
in Irvine, CA

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About this Advisor

Jeffrey Czerwinski is a financial advisor operating in Irvine, California who has 21 years of relevant experience. Czerwinski is currently employed by Eagle Strategies LLC. Their career trajectory has included roles at New York Life Ins Co, Nylife Securities Inc, Axiom Financial & Insurance Solutions, R. H. Morris Insurance And Financial Services and Eagle Strategies LLC. Czerwinski maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in California, Tennessee and Texas. Eagle Strategies LLC is a firm based in New York, NY. It has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets under management across its 87,580 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth investors who have at least $1 million in investable assets. Eagle Strategies LLC offers a number 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. A financial advisor's fee schedules largely are based on which service is offered. However, fee types charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

21 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

Office Location

2020 Main Street Suite 1200
Irvine, CA 92614

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

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

Jeffrey Czerwinski Work History

Jeffrey has been registered as a financial advisor for 21 years.*

2012 - Present (12 years)

Axiom Financial & Insurance Solutions

2002 - Present (22 years)

Eagle Strategies LLC

1997 - Present (27 years)

New York Life Ins Co

1997 - Present (27 years)

Nylife Securities Inc

2017 - 2018 (1 year)

R. H. Morris Insurance And Financial Services

*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 Jeffrey Czerwinski 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

Jaclyn Magbitang
San Mateo, CA
Joshua Mccarthy
Buffalo, NY
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Walter Lawrence
Monroe, LA
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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