Eagle Strategies LLC
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About this Advisor
Sherry Senesy is a certified financial planner based out of San Diego, California, with 11 years of work experience. Senesy is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Ins. Co and Eagle Strategies LLC. Senesy maintains a Series 63 license, qualifying them as a securities representative, and is able to advise clients in California. Eagle Strategies LLC is an advisory company that has its headquarters in San Diego, California. It has offices in 791 locations and a total of 1,913 employees. It controls $8 billion in total assets across its 41,236 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 41 charities and foundations. Of its 41,236 client accounts, 22% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a diverse set 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 for financial management usually depend on the type of services offered. Fee types charged by Eagle Strategies LLC most likely consist of some blend of 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
Sherry Senesy Work History
Sherry has 11 years of experience.
Eagle Strategies LLC
Nylife Securities LLC
New York Life Ins. Co
Sherry Senesy has no disclosures.
Please visit their SEC profile for more details.