Julianne
Hertel

Eagle Strategies LLC

CRD#5334874
Investment Advisor
in Worcester, MA

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About this Advisor

Julianne Hertel is a financial advisor based out of Worcester, Massachusetts, who has 12 years of industry experience. Hertel is an employee of Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Chan And Dahrooge Financial Group, LLC, Dream Big Financial, LLC and Dream Big Wealth Strategies, LLC. Hertel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts and Vermont. Eagle Strategies LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in total assets among its 87,580 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a diverse array 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 largely are based on which service is offered. However, fees charged by Eagle Strategies LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

12 East Worcester Street
Worcester, MA 01604

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

MA Average: 88
Total Number of Accounts

87,580

MA Average: 3,892
Average Account Size

$190,309

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

Julianne Hertel Work History

Julianne has been registered as a financial advisor for 12 years.*

2020 - Present (4 years)

Dream Big Wealth Strategies, LLC

2011 - Present (13 years)

Eagle Strategies LLC

2007 - Present (17 years)

New York Life Insurance Company

2007 - Present (17 years)

Nylife Securities LLC

2019 - 2020 (1 year)

Dream Big Financial, LLC

2015 - 2019 (4 years)

Chan And Dahrooge Financial Group, 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 Julianne Hertel 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

Joshua Mccarthy
Buffalo, NY
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Walter Lawrence
Monroe, LA
Daniel Lopez
Thousand Oaks, CA
Bradley Brodersen
Lincoln, NE
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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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