Michael
Gisonda

Eagle Strategies LLC

CRD#2730740
Investment Advisor
in Boca Raton, FL

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About this Advisor

Michael Gisonda is a financial advisor working in Boca Raton, Florida with 22 years of industry experience. Gisonda is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Gisonda & Associates, Inc D.B.A The Bridge Group, The Bridge Group, Inc, Mahoney Financial Organization, LLC, Nylife Securities LLC and Eagle Strategies LLC. Gisonda holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Florida and Texas. Eagle Strategies LLC is an advisory firm operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets under management across its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a wide array 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. Financial advisory fees usually are based on which services are offered. Fees charged by Eagle Strategies LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

22 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

2500 North Military Trail Suite 300
Boca Raton, FL 33431

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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 Gisonda Work History

Michael has been registered as a financial advisor for 22 years.*

2019 - Present (5 years)

Mahoney Financial Organization, LLC

2015 - Present (9 years)

The Bridge Group, Inc

2001 - Present (23 years)

Eagle Strategies LLC

2000 - Present (24 years)

New York Life Insurance Company

2000 - Present (24 years)

Nylife Securities LLC

2007 - 2015 (8 years)

Gisonda & Associates, Inc D.B.A The Bridge Group

*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 Gisonda 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

Walter Lawrence
Monroe, LA
Louis Orsatti
Waltham, MA
Jaclyn Magbitang
San Mateo, CA
Joshua Mccarthy
Buffalo, NY
Michael Golosovker
Nashua, NH
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, 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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