Sarah
Johnson

Eagle Strategies LLC

CRD#4302851
Investment Advisor
in Auburn, CA

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About this Advisor

Sarah Johnson is a financial advisor based in Auburn, California who has 8 years of industry experience. Johnson is an employee of Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, Packard Financial, Packard Financial & Insurance Services, Homemaker and Eagle Strategies LLC. Johnson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Eagle Strategies LLC is an advisory firm operating out of New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in total assets among its 87,580 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides 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. Fees charged by financial advisors largely are based on the type of services provided. Fees charged by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

1161 High Street
Auburn, CA 95603

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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

Sarah Johnson Work History

Sarah has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Eagle Strategies LLC

2014 - Present (10 years)

Nylife Securities LLC

2014 - Present (10 years)

Packard Financial

2014 - 2014 (< 1 year)

Packard Financial & Insurance Services

2013 - 2014 (1 year)

Homemaker

2013 - 2013 (< 1 year)

Homemaker

*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 Sarah Johnson 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

Walter Lawrence
Monroe, LA
Judith Balloff
Knoxville, TN
Thuan Pham
San Jose, CA
Bradley Brodersen
Lincoln, NE
Daniel Lopez
Thousand Oaks, CA
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC

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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