Eagle Strategies LLC

Investment Advisor
in Mashpee, MA

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About this Advisor

Brendan Geggatt is a financial advisor working in Mashpee, Massachusetts, with a total of 2 years of industry experience. Geggatt works at Eagle Strategies LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Ins Company, Cape Cod Wealth Strategies & Insurance Services, LLC, Orchard Financial Strategies & Insurance Services and Eagle Strategies LLC. Geggatt maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Eagle Strategies LLC is an advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in total assets among its 87,580 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business 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 usually vary depending on which services the firm provides the client. Fees charged by Eagle Strategies LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

22 Steeple St Suite 2041
Mashpee, MA 02649

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


MA Average: 88
Total Number of Accounts


MA Average: 3,892
Average Account Size


MA 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

Brendan Geggatt Work History

Brendan has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Eagle Strategies LLC

2017 - Present (7 years)

Orchard Financial Strategies & Insurance Services

2011 - Present (13 years)

Nylife Securities LLC

2010 - Present (14 years)

New York Life Ins Company

2012 - 2015 (3 years)

Cape Cod Wealth Strategies & Insurance Services, LLC

*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.


Please visit the SEC profile of Brendan Geggatt 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

Kyoung Lee
Fairfax, VA
Vanessa Bucklin
Conrad, MT
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Thuan Pham
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

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