Michael
Stahl
Eagle Strategies LLC
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About this Advisor
Michael Stahl is a chartered financial consultant based in Denver, Colorado with 1 year of relevant experience. Stahl is an advisor for Eagle Strategies LLC. Throughout their career, Stahl has worked at New York Life Ins Co, Nylife Securities, Eagle Strategies LLC and High Point Financial Group, LLC. Stahl holds a Series 63 license, qualifying them as a securities broker, and is registered to operate in Colorado and Texas. Eagle Strategies LLC is a financial advisory firm operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in total assets between its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Eagle Strategies LLC performs a number 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 which services the firm provides the client. However, fees charged by Eagle Strategies LLC most likely are comprised of 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
Michael Stahl Work History
Michael has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
High Point Financial Group, LLC
New York Life Ins Co
Nylife Securities
*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 Michael Stahl 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
Thousand Oaks, CA
Chicago, IL
Fairfax, VA
Tacoma, WA
Monroe, LA
San Jose, CA
Madison, CT
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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