Sherry
Senesy

Eagle Strategies LLC

CRD#5789816
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

4365 Executive Drive Suite 800
San Diego, CA 92121

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

CA Average: $7,464,549,021
Total Number of Employees

1,965

CA Average: 88
Total Number of Accounts

50,776

CA Average: 3,892
Average Account Size

$168,310

CA Average: $1,917,921

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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.

2016 - Present (3 years)

Eagle Strategies LLC

2010 - Present (9 years)

Nylife Securities LLC

2010 - Present (9 years)

New York Life Ins. Co

Disclosures

Sherry Senesy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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