Drew
Faloon
Eagle Strategies LLC
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About this Advisor
Drew Faloon is a certified financial planner based out of Colorado Springs, Colorado. Faloon works at Eagle Strategies LLC. Their career trajectory has included roles at Fort Lewis College, Ent Credit Union, Mountain Capital Partners, New York Life Insurance Company, Nylife Securities LLC, Pioneer Horizons Financial, LLC and Eagle Strategies LLC. Faloon holds a Series 63 license, designating them as a securities agent, and is registered to operate in Colorado. Eagle Strategies LLC is a registered investment firm based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets between its 87,580 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC offers a number of services, including 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 typically are based on the type of services provided. Fees charged 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
Drew Faloon Work History
Drew has been registered as a financial advisor for 0 years.*
Pioneer Horizons Financial, LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Ent Credit Union
Mountain Capital Partners
Fort Lewis College
Fort Lewis College
*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 Drew Faloon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
