Gregory
Shelton

Eagle Strategies LLC

CRD#5532531
Investment Advisor
in Covington, LA

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About this Advisor

Gregory Shelton is a financial advisor working out of Covington, Louisiana with 11 years of relevant experience. Shelton is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company and Eagle Strategies LLC. Shelton holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Louisiana and Texas. Eagle Strategies LLC is a financial advisory business operating out of New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It manages $17 billion in assets under management between its 87,580 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth clients who have more than $1 million in 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 advisory fee schedules typically depend on the type of financial services. However, fees charged by Eagle Strategies LLC most likely include some combination 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

832 E Boston Ave Suite 13
Covington, LA 70433

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

LA Average: 88
Total Number of Accounts

87,580

LA Average: 3,892
Average Account Size

$190,309

LA 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

Gregory Shelton Work History

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

2012 - Present (12 years)

Eagle Strategies LLC

2008 - Present (16 years)

Nylife Securities LLC

2008 - Present (16 years)

New York Life Insurance Company

*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 Gregory Shelton 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
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Walter Lawrence
Monroe, LA
Daniel Lopez
Thousand Oaks, CA
Thuan Pham
San Jose, CA
Christopher Mcdonald
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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