Joshua
Coffey

Eagle Strategies LLC

CRD#7165422
Investment Advisor
in Santa Maria, CA

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About this Advisor

Joshua Coffey is a financial advisor working in Santa Maria, California with 1 year of industry experience. Coffey works at Eagle Strategies LLC. Coffey has gained experience at Nylife Securities LLC, New York Life Insurance Company, Visionary, Harvest Church, Hillside Church, Bethany Church and Eagle Strategies LLC. Coffey holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in California. Eagle Strategies LLC is a firm based out of New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It administers $17 billion in total assets across its 87,580 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Eagle Strategies LLC performs a diverse array 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. Fees for financial management typically are based on the type of financial services provided. However, fees billed by Eagle Strategies LLC likely consist 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

2650 Industrial Parkway #200
Santa Maria, CA 93455

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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

Joshua Coffey Work History

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

2022 - Present (2 years)

Eagle Strategies LLC

2020 - Present (4 years)

Nylife Securities LLC

2019 - Present (5 years)

New York Life Insurance Company

2019 - 2019 (< 1 year)

Visionary

2019 - 2019 (< 1 year)

Harvest Church

2017 - 2019 (2 years)

Hillside Church

2012 - 2017 (5 years)

Bethany Church

*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 Joshua Coffey 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

Lynzie Wolters
Roseville, CA
Kristen Han
Bayside, NY
Christopher Mcdonald
Chicago, IL
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
John Schweitzer
Overland Park, KS
Bradley Brodersen
Lincoln, NE
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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