Berto
Cabral
Eagle Strategies LLC
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About this Advisor
Berto Cabral is a financial advisor who works out of Johnston, Rhode Island, with a total of 5 years of relevant experience. Cabral is currently employed by Eagle Strategies LLC. Throughout their career, Cabral has worked at Nylife Securities, LLC, New York Life Ins Co, Eagle Strategies LLC, Cabral Financial Group, LLC, Mml Investors Services, Mass Mutual Life Insurance Company and Quinn Wealth Strategies, LLC. Cabral maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Rhode Island. Eagle Strategies LLC is a financial advisory firm based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in assets under management across its 87,580 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC has a broad assortment 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 usually vary depending on the financial services provided. Fee types billed by Eagle Strategies LLC likely are comprised of some combination 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
$16,667,263,900
2,392
87,580
$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
Berto Cabral Work History
Berto has been registered as a financial advisor for 5 years.*
Mml Investors Services
Mass Mutual Life Insurance Company
Quinn Wealth Strategies, LLC
Cabral Financial Group, LLC
Eagle Strategies LLC
Nylife Securities, LLC
New York Life Ins 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 Berto Cabral 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
Fairfax, VA
Arcadia, CA
Madison, CT
Chicago, IL
Matthews, NC
San Mateo, CA
Lincoln, NE
San Jose, CA
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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