Alfredo
Discepolo
Eagle Strategies LLC
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About this Advisor
Alfredo Discepolo is a financial advisor who works in Pensacola, Florida. Discepolo is on the advisory team at Eagle Strategies LLC. Discepolo has gained experience at New York Life, Eastman Musical Instruments, Instituto De Nefrologia, 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. Discepolo holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It manages $17 billion in total assets across its 87,580 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has 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. A financial advisor's fees typically are based on which service is offered. However, fee types charged by Eagle Strategies LLC likely 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
Alfredo Discepolo Work History
Alfredo has been registered as a financial advisor for 0 years.*
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
Instituto De Nefrologia
*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 Alfredo Discepolo 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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Madison, CT
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