Philip
Hart
Eagle Strategies LLC
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About this Advisor
Philip Hart is a chartered financial consultant based out of Tampa, Florida, with 7 years of relevant experience. Hart is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Comp, Nylife Securities, LLC and Eagle Strategies LLC. Hart holds a Series 63 license, qualifying them as a securities agent, and can serve investors in Florida. Eagle Strategies LLC is a financial advisory company based out of New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It has $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 advises 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a wide 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. Fees charged by financial advisors usually vary depending on which services are offered. 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
Philip Hart Work History
Philip has been registered as a financial advisor for 7 years.*
Eagle Strategies LLC
New York Life Insurance Comp
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 Philip Hart 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
Roseville, CA
Nashua, NH
Fairfax, VA
Tacoma, WA
Madison, CT
Matthews, NC
Lincoln, NE
Chicago, IL
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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