Eugene
Pilcher

Eagle Strategies LLC

CRD#5915013
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Eugene Pilcher is a financial advisor who works out of Cedar Rapids, Iowa, with 5 years of relevant experience. Pilcher is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Your Vision Financial Group, New York Life Insurance Company, Hibu, Hyvee, Kaestner Shaw Financial Group, Nylife Securities LLC and Eagle Stragtegies LLC. Pilcher has Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in Iowa. Eagle Strategies LLC is a registered investment company based in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It administers $17 billion in total assets among its 87,580 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. Eagle Strategies LLC provides a diverse array 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 advisory fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

3720 Queen Ct Sw Suite 4
Cedar Rapids, IA 52404

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

IA Average: 88
Total Number of Accounts

87,580

IA Average: 3,892
Average Account Size

$190,309

IA 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

Eugene Pilcher Work History

Eugene has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Eagle Stragtegies LLC

2017 - Present (7 years)

Your Vision Financial Group

2017 - Present (7 years)

Nylife Securities LLC

2016 - 2017 (1 year)

Hyvee

2015 - 2016 (1 year)

Hyvee

2013 - 2015 (2 years)

Hibu

2013 - 2013 (< 1 year)

Kaestner Shaw Financial Group

2011 - 2013 (2 years)

New York Life Insurance Company

2011 - 2013 (2 years)

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 Eugene Pilcher 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

Vanessa Bucklin
Conrad, MT
Michael Golosovker
Nashua, NH
Jaclyn Magbitang
San Mateo, CA
Daniel Lopez
Thousand Oaks, CA
Bradley Brodersen
Lincoln, NE
Lynzie Wolters
Roseville, CA
Justin Lindahl
Madison, CT
Zuzana Ambrova
Matthews, NC

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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