Troy
Braswell

Eagle Strategies LLC

CRD#2044882
Investment Advisor
in Overland Park, KS

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About this Advisor

Troy Braswell is a financial advisor working in Overland Park, Kansas with 4 years of relevant experience. Braswell is currently employed by Eagle Strategies LLC. Over the course of their career, Braswell has held roles at New York Life Insurance Co, Nylife Securities Inc, Eagle Strategies LLC, Penn Mutual Life Insurance Company, Horner Townsend & Kent Inc and Nylife Securities LLC. Braswell has a Series 63 license, designating them as a securities agent, and is approved to operate in Kansas and Missouri. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in assets under management between its 87,580 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a wide assortment 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 usually vary depending on which services the firm provides the client. However, fees billed by Eagle Strategies LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

7500 College Blvd. Suite 800
Overland Park, KS 66210

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

KS Average: 88
Total Number of Accounts

87,580

KS Average: 3,892
Average Account Size

$190,309

KS 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

Troy Braswell Work History

Troy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Eagle Strategies LLC

2018 - Present (6 years)

New York Life Insurance Co

2018 - Present (6 years)

Nylife Securities LLC

2017 - 2018 (1 year)

Penn Mutual Life Insurance Company

2017 - 2018 (1 year)

Horner Townsend & Kent Inc

2011 - 2017 (6 years)

Eagle Strategies LLC

1990 - 2017 (27 years)

Nylife Securities Inc

1988 - 2017 (29 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 Troy Braswell 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

Justin Lakin
Diana, TX
John Nocita
Bethesda, MD
Sarah Johnson
Auburn, CA
Sheri Hendricks
Johnston, RI
Christopher Grosvenor
New York, NY
Andrew Blanks
Lynchburg, VA
Dingzhi Chen
Arcadia, CA
Darren Washington
Saint Louis, MO

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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