Randall
Giorgi

Eagle Strategies LLC

CRD#1403544
Investment Advisor
in Santa Maria, CA

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About this Advisor

Randall Giorgi is a certified financial planner who works in Santa Maria, California who has 17 years of industry experience. Giorgi works at Eagle Strategies LLC. During their career, the advisor has held roles at Your Legacy Insurance & Financial Services, LLC, Central Coast Visionary Insurance & Financial Services LLC, New York Life and Nylife Securities Inc. Giorgi has a Series 63 license, certifying them as a securities agent, and is able to operate in California and Texas. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in assets under management between its 87,580 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a number 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 charged by financial advisors typically are based on the type of services. However, fee types billed by Eagle Strategies LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 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

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

Randall Giorgi Work History

Randall has been registered as a financial advisor for 17 years.*

2018 - Present (6 years)

Your Legacy Insurance & Financial Services, LLC

2006 - Present (18 years)

Central Coast Visionary Insurance & Financial Services LLC

1985 - Present (39 years)

Nylife Securities Inc

1984 - Present (40 years)

New York Life

*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 Randall Giorgi 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

Richard Alexander
Mobile, AL
Peter Lanza
Scranton, PA
Frederick Nyberg
Yakima, WA
John Nocita
Bethesda, MD
Mohannad Mekawy
New York, NY
Stephen Shaw
Huntsville, AL
Zuzana Ambrova
Matthews, NC
Darren Washington
Saint Louis, MO

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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