Hillary
Price
Eagle Strategies LLC
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About this Advisor
Hillary Price is a chartered financial consultant based in Waltham, Massachusetts with a total of 12 years of industry experience. Price is currently employed by Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities Inc, Koritz Insurance, LLC, Mahoney Financial Organization, LLC, Eagle Strategiess LLC and Koritz Wealth Strategies, LLC. Price holds a Series 63 license, which qualifies them as a securities representative, and is able to operate in Massachusetts. Eagle Strategies LLC is a firm based out of New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in assets among its 87,580 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a number 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. Fees for financial advice depend on which services are provided. Fees billed by Eagle Strategies LLC may include any 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
Hillary Price Work History
Hillary has been registered as a financial advisor for 12 years.*
Mahoney Financial Organization, LLC
Koritz Wealth Strategies, LLC
Eagle Strategiess LLC
Nylife Securities Inc
New York Life Insurance Company
Mahoney Financial Organization, LLC
Koritz Insurance, 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.
Disclosures
Please visit the SEC profile of Hillary Price 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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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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