Matthew
Angel

Eagle Strategies LLC

CRD#5297791
Investment Advisor
in Rockland, MA

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About this Advisor

Matthew Angel is a financial advisor working out of Rockland, Massachusetts, who has 8 years of relevant experience. Angel is currently employed by Eagle Strategies LLC. Over the course of their career, Angel has held roles at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Harding Financial And Insurance. Angel has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Massachusetts. Eagle Strategies LLC is a financial advisory business operating out of New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It handles $17 billion in assets under management among its 87,580 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a diverse 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 fees usually are based on the services provided. However, fees charged by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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

1050 Hingham Street Floor 3
Rockland, MA 02370

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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

Matthew Angel Work History

Matthew has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Eagle Strategies LLC

2013 - Present (11 years)

Harding Financial And Insurance

2010 - Present (14 years)

New York Life Insurance Company

2010 - Present (14 years)

Nylife Securities 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 Matthew Angel 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

Jaclyn Magbitang
San Mateo, CA
Walter Lawrence
Monroe, LA
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT

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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