Michael
Garcia

Eagle Strategies LLC

CRD#7041334
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Michael Garcia is a financial advisor working in Wesley Chapel, Florida. Garcia currently works for Eagle Strategies LLC. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Hurricane Grill & Wings Amt, Ifish Sushi, Hurricane Grill & Wings, Chipotle Mexican Grill, Texas Roadhouse, Raymond James Financial Services Advisors, Inc, Miller Brooks, LLC, Lincoln Investment, Capital Analysts, New York Life Insurance, Nylife Securities LLC and Eagle Strategies LLC. Garcia maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Eagle Strategies LLC is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It controls $17 billion in assets among its 87,580 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. Eagle Strategies LLC offers a number 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 management fees are based on the services. Fee types billed by Eagle Strategies LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

27324 Briarglade Loop
Wesley Chapel, FL 33544

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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

Michael Garcia Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Nylife Securities LLC

2023 - Present (1 year)

Eagle Strategies LLC

2022 - Present (2 years)

New York Life Insurance

2022 - 2022 (< 1 year)

Lincoln Investment

2022 - 2022 (< 1 year)

Capital Analysts

2020 - 2022 (2 years)

Raymond James Financial Services Advisors, Inc

2020 - 2022 (2 years)

Miller Brooks, LLC

2019 - 2022 (3 years)

Raymond James Financial Services, Inc

2019 - 2019 (< 1 year)

Texas Roadhouse

2018 - 2019 (1 year)

Raymond James Financial Services, Inc

2018 - 2018 (< 1 year)

Chipotle Mexican Grill

2016 - 2016 (< 1 year)

Ifish Sushi

2015 - 2018 (3 years)

Hurricane Grill & Wings Amt

2013 - 2017 (4 years)

Hurricane Grill & Wings

*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 Garcia 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

Joshua Mccarthy
Buffalo, NY
John Schweitzer
Overland Park, KS
Vanessa Bucklin
Conrad, MT
Lynzie Wolters
Roseville, CA
Michael Golosovker
Nashua, NH
Walter Lawrence
Monroe, LA
Daniel Lopez
Thousand Oaks, 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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