John
O'Brien
Eagle Strategies LLC
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About this Advisor
John O'Brien is a financial advisor working in New York, New York with 14 years of industry experience. O'Brien works at Eagle Strategies LLC. Their career trajectory has included roles at New York Life Ins Co and Nylife Distributors LLC. O'Brien holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Eagle Strategies LLC is a company based out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It has $17 billion in assets under management between its 87,580 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The firm provides 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 advice largely vary depending on the financial services offered. Fee types charged by Eagle Strategies LLC can include any blend 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
John O'Brien Work History
John has been registered as a financial advisor for 14 years.*
Nylife Distributors LLC
New York Life Ins Co
*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 John O'Brien 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
Mansfield, TX
Lynchburg, VA
New York, NY
Saint Louis, MO
Auburn, CA
Johnston, RI
Matthews, NC
Arcadia, 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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