Derek
Tenn
Eagle Strategies LLC
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About this Advisor
Derek Tenn is a financial advisor operating out of Honolulu, Hawaii who has 10 years of industry experience. Tenn currently works for Eagle Strategies LLC. The advisor has gained experience at Mutual Of New York, New York Life Insurance Co, Nylife Securities Inc, Eagle Strategies LLC, Sunada, Tenn & Chun, LLC and Hipac Financial LLC D/B/A Hipac Financial. Tenn maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Hawaii. Eagle Strategies LLC is a registered investment business based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in total assets among its 87,580 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a broad range 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 for financial management typically vary depending on which service is provided. However, fee types billed by Eagle Strategies LLC most likely are comprised of 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
Derek Tenn Work History
Derek has been registered as a financial advisor for 10 years.*
Hipac Financial LLC D/B/A Hipac Financial
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities Inc
Mutual Of New York
Sunada, Tenn & Chun, 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 Derek Tenn 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
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Conrad, MT
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Overland Park, KS
Waltham, MA
San Jose, CA
Fairfax, VA
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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