Juan
Gonzalez

Eagle Strategies LLC

CRD#5525117
Investment Advisor
in Tampa, FL

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About this Advisor

Juan Gonzalez is a financial advisor operating out of Tampa, Florida, who has 7 years of industry experience. Gonzalez is an employee of Eagle Strategies LLC. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Company and Eagle Strategies LLC. Gonzalez holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in Florida. Eagle Strategies LLC is a business headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets among its 87,580 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Eagle Strategies LLC has a broad array 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 advisory fees usually are based on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3000 Bayport Drive Suite 1100
Tampa, FL 33607

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

FL Average: $7,464,549,021
Total Number of Employees

2,392

FL Average: 88
Total Number of Accounts

87,580

FL Average: 3,892
Average Account Size

$190,309

FL Average: $1,917,921

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

Juan Gonzalez Work History

Juan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Eagle Strategies LLC

2011 - Present (13 years)

New York Life Insurance Company

2008 - Present (16 years)

Nylife Securities LLC

*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 Juan Gonzalez 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

Louis Orsatti
Waltham, MA
Zachary Wong
Gig Harbor, WA
Michael Golosovker
Nashua, NH
Thuan Pham
San Jose, CA
Kyoung Lee
Fairfax, VA
Bradley Brodersen
Lincoln, NE
Lynzie Wolters
Roseville, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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