Daniel
Matthews
Eagle Strategies LLC
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About this Advisor
Daniel Matthews is a financial advisor based in Parker, Colorado who has 5 years of industry experience. Matthews is an employee of Eagle Strategies LLC. The advisor has gained experience at Massmutual Life Insurance Company, Mml Investors Services LLC, Firstbank, Clarkson University, New York Life Insurance Company, Nylife Securities LLC, Matthews Pharmacy, Eagle Strategies LLC and High Peaks Wealth Strategies LLC. Matthews has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Eagle Strategies LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It controls $17 billion in assets between its 87,580 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. The company performs a broad 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. Financial advisory fee schedules typically depend on which services are offered. However, fees billed by Eagle Strategies LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Daniel Matthews Work History
Daniel has been registered as a financial advisor for 5 years.*
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
High Peaks Wealth Strategies LLC
Matthews Pharmacy
Mml Investors Services LLC
Massmutual Life Insurance Company
Firstbank
Clarkson University
*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 Daniel Matthews 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
Fairfax, VA
Monroe, LA
Madison, CT
Chicago, IL
Lincoln, NE
Tacoma, WA
Matthews, NC
San Jose, CA
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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