Eagle Strategies LLC
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About this Advisor
Scott Schechter is a certified financial planner and chartered financial consultant located in San Diego, California. Currently a registered investment advisor at Eagle Strategies LLC, Schechter has 16 years of experience in the financial advisory industry. Schechter maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Schechter is able to act as a financial advisor based out of California, Texas and Illinois. During their career, the advisor has held roles at New York Life Insurance Company and Eagle Strategies LLC. Eagle Strategies LLC is based out of San Diego, California, and has 791 other locations in the country. As a company, Eagle Strategies LLC oversees $8 billion in assets across 41,236 accounts and retains more than 1,913 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. Currently 22% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Eagle Strategies LLC can offer 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 may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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
Scott Schechter Work History
Scott has 16 years of experience.
Eagle Strategies LLC
New York Life Insurance Company
Scott Schechter has no disclosures.
Please visit their SEC profile for more details.