Brett
Sause
Eagle Strategies LLC
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About this Advisor
Brett Sause is a financial advisor based in Easton, Maryland, working with Eagle Strategies LLC. Brett has previously held positions at Nylife Securities, New York Life Ins Co, Atlantic Financial Group LLC, Eagle Strategies LLC, and Atlantic Financial Group, LLC D/B/A Afg Wealth. Brett has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Brett is part of Eagle Strategies LLC, which operates out of Easton, Maryland. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Brett Sause Work History
Eagle Strategies LLC
Atlantic Financial Group, LLC D/B/A Afg Wealth
Atlantic Financial Group LLC
Nylife Securities
New York Life Ins Co
Disclosures
Please visit the SEC profile of Brett Sause to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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