Chelsea
Brown
Eagle Strategies LLC
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About this Advisor
Chelsea Brown is a financial advisor who works out of Fort Wayne, Indiana who has 5 years of industry experience. Brown is an advisor for Eagle Strategies LLC. The advisor has gained experience at Valparaiso University, Lassus Handy Dandy, Fundacion Mujer, Valparaiso University Dining Services, Subway, Empyrean Events & Catering, Axa Advisors, LLC, Nylife Securities LLC, Neil Bryson and Eagle Strategies LLC. Brown holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Eagle Strategies LLC is a financial advisory company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in assets among its 87,580 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC has a broad set 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. Fees for financial management are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC may include some blend 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
Chelsea Brown Work History
Chelsea has been registered as a financial advisor for 5 years.*
Nylife Securities LLC
Eagle Strategies LLC
Neil Bryson
Axa Advisors, LLC
Valparaiso University
Fundacion Mujer
Empyrean Events & Catering
Lassus Handy Dandy
Valparaiso University Dining Services
Subway
Valparaiso University
Valparaiso University
*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 Chelsea Brown 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
Arcadia, CA
Saint Louis, MO
Fairfax, VA
Conrad, MT
Madison, CT
New York, NY
San Jose, CA
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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