Leon
Kearse

Eagle Strategies LLC

CRD#6326297
Investment Advisor
in Maitland, FL

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About this Advisor

Leon Kearse is a financial advisor working out of Maitland, Florida, who has 2 years of relevant experience. Kearse is currently employed by Eagle Strategies LLC. Kearse has gained experience at United States Army Reserves, Edward Jones, E*Trade Securities LLC, E*Trade Capital Management LLC, Jpmorgan Securities LLC, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, National Financial Services Group, Equity Services, Inc, New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Kearse has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Eagle Strategies LLC is an advisory business operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in total assets among its 87,580 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs 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 advisory fee schedules largely depend on the type of financial services. Fee types billed by Eagle Strategies LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Maitland Promenade Ii Building 495 North Keller Road Suite 150
Maitland, FL 32751

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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

Leon Kearse Work History

Leon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 years)

Nylife Securities LLC

2021 - Present (3 years)

Eagle Strategies LLC

2008 - Present (16 years)

United States Army Reserves

2019 - 2021 (2 years)

Equity Services, Inc

2018 - 2021 (3 years)

National Financial Services Group

2017 - 2018 (1 year)

Guardian Life Insurance Co Of America

2017 - 2018 (1 year)

Park Avenue Securities, LLC

2016 - 2017 (1 year)

Jpmorgan Securities LLC

2015 - 2016 (1 year)

E*Trade Securities LLC

2015 - 2016 (1 year)

E*Trade Capital Management LLC

2014 - 2015 (1 year)

Edward Jones

*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 Leon Kearse 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

Lynzie Wolters
Roseville, CA
Louis Orsatti
Waltham, MA
Jaclyn Magbitang
San Mateo, CA
Vanessa Bucklin
Conrad, MT
Zuzana Ambrova
Matthews, NC
John Schweitzer
Overland Park, KS
Justin Lindahl
Madison, CT
Christopher Mcdonald
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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