Matthew
Hughes

Eagle Strategies LLC

CRD#7393665
Investment Advisor
in Hanover, MA

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About this Advisor

Matthew Hughes is a financial advisor based in Hanover, Massachusetts, working with Eagle Strategies LLC. Matthew has previously held positions at Creative Wealth Solutions, New York Life Insurance Company, Nylife Securities LLC, Roger Keith And Sons Insurance, Granite Links Golf Course, Endicott College, Hanover High School, Creative Wealth Solutions And Insurance Services, LLC, and Eagle Strategies LLC. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Matthew is part of Eagle Strategies LLC, which operates out of Hanover, Massachusetts. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

Creative Wealth Solutions 2048 Washington Street - Suite 2
Hanover, MA 02339

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

MA Average: 88
Total Number of Accounts

95,287

MA Average: 3,892
Average Account Size

$213,647

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 Hughes Work History

2023 - Present (1 year)

Eagle Strategies LLC

2022 - Present (2 years)

Creative Wealth Solutions And Insurance Services, LLC

2021 - Present (3 years)

New York Life Insurance Company

2021 - Present (3 years)

Nylife Securities LLC

2021 - 2021 (< 1 year)

Creative Wealth Solutions

2019 - 2019 (< 1 year)

Roger Keith And Sons Insurance

2018 - 2018 (< 1 year)

Granite Links Golf Course

2017 - 2021 (4 years)

Endicott College

2013 - 2017 (4 years)

Hanover Hugh School

Disclosures

Please visit the SEC profile of Matthew Hughes 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

Arvind Saxena
Fremont, CA
Olivia Helmers
New Orleans, LA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Craig Peterson
Pittsburgh, PA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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