Erica
Berning

Eagle Strategies LLC

CRD#5235652
Investment Advisor
in Chicago, IL

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About this Advisor

Erica Berning is a financial advisor operating out of Chicago, Illinois, with a total of 11 years of relevant experience. Berning is currently employed by Eagle Strategies LLC. Over the course of their career, Berning has held roles at New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Berning has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Illinois. Eagle Strategies LLC is a business that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in total assets between its 87,580 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Eagle Strategies LLC has a wide range 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 management fees largely depend on which services the firm provides the client. Fees charged by Eagle Strategies LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 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

500 West Madison Street Suite 1725
Chicago, IL 60661

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

IL Average: $7,464,549,021
Total Number of Employees

2,392

IL Average: 88
Total Number of Accounts

87,580

IL Average: 3,892
Average Account Size

$190,309

IL 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

Erica Berning Work History

Erica has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Eagle Strategies LLC

2007 - Present (17 years)

Nylife Securities LLC

2006 - Present (18 years)

New York Life Insurance Co

*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 Erica Berning 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

Mindy Fisdel
Edinburg, TX
Justin Golec
South Hadley, MA
Frederick Nyberg
Yakima, WA
Justin Lakin
Diana, TX
Tobin Thomas
Oklahoma City, OK
Dingzhi Chen
Arcadia, CA
Joseph Portello
New York, NY
Sarah Johnson
Auburn, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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