Otto
Grozinger

Eagle Strategies LLC

CRD#4775787
Investment Advisor
in Shreveport, LA

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About this Advisor

Otto Grozinger is a financial advisor based out of Shreveport, Louisiana with 7 years of industry experience. Grozinger is an employee of Eagle Strategies LLC. During their career, Grozinger has held roles at New York Life Ins Co, Eagle Strategies LLC and Nylife Securities. Grozinger holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Louisiana and Texas. Eagle Strategies LLC is a firm operating out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets across its 87,580 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a broad set 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. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

401 Edwards St Ste 1700
Shreveport, LA 71101

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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

Otto Grozinger Work History

Otto has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Eagle Strategies LLC

2004 - Present (20 years)

New York Life Ins Co

2004 - Present (20 years)

Nylife Securities

*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 Otto Grozinger 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

Louis Orsatti
Waltham, MA
John Schweitzer
Overland Park, KS
Barrett Ethington
South Jordan, UT
Kory Brown
Fresno, CA
Vanessa Bucklin
Conrad, MT
Joshua Mccarthy
Buffalo, NY
Michael Golosovker
Nashua, NH

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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