Eagle Strategies LLC
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About this Advisor
Jeffrey Perryman is a financial advisor operating in Windsor, Colorado with a total of 12 years of relevant experience. Perryman is an employee of Eagle Strategies LLC. Over the course of their career, Perryman has held roles at New York Life Ins, Nylife Securities Inc and Legacy & Wealth Professionals. Perryman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Eagle Strategies LLC is a registered investment company that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in assets under management across its 87,580 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. Eagle Strategies LLC has 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. Financial management fees largely vary depending on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Eagle Strategies LLC Brokerage Details
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
Jeffrey Perryman Work History
Jeffrey has been registered as a financial advisor for 12 years.*
Legacy & Wealth Professionals
New York Life Ins
Nylife Securities Inc
*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.
Please visit the SEC profile of Jeffrey Perryman 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
San Mateo, CA
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 email@example.com.
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