Alfredo
Discepolo
Eagle Strategies LLC
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About this Advisor
Alfredo Discepolo is a financial advisor based in Pensacola, Florida, working with Eagle Strategies LLC. Alfredo has previously held positions at New York Life, Eastman Musical Instruments, Meridan Musical Instruments, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, New York Life Securities, LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, New York Life Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, and Latino & American Financial Group, LLC. Alfredo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Alfredo is part of Eagle Strategies LLC, which operates out of Pensacola, Florida. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Alfredo Discepolo Work History
Eagle Strategies LLC
Latino & American Financial Group, LLC
New York Life Securities LLC
New York Life Insurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Massmutual Life Insurance Co
Mml Investors Services LLC
New York Life
New York Life Securities, LLC
Meridan Musical Instruments
Eastman Musical Instruments
Disclosures
Please visit the SEC profile of Alfredo Discepolo 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
Scottsdale, AZ
Fremont, CA
Pensacola, FL
Gillette, WY
Frisco, TX
Renton, WA
Oklahoma City, OK
Glendale, CA
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