Diane
Gould
Eagle Strategies LLC
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About this Advisor
Diane Gould is a financial advisor based in Bethesda, Maryland with 24 years of relevant experience. Gould is an employee of Eagle Strategies LLC. Over the course of their career, they have held roles at D.H. Gould Company, New York Life Insurance Co and Nylife Securities Inc. Gould has a Series 63 license, designating them as a securities broker, and is approved to operate in Maryland and Texas. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in assets between its 87,580 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$16,667,263,900
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,392
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
87,580
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$190,309
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
Diane Gould Work History
Diane has been registered as a financial advisor for 24 years.*
D.H. Gould Company
Nylife Securities Inc
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 Diane Gould 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
Buffalo, NY
Overland Park, KS
Fairfax, VA
Thousand Oaks, CA
Matthews, NC
Nashua, NH
San Jose, CA
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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