Michael
Davis
Eagle Strategies LLC
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About this Advisor
Michael Davis is a financial advisor operating in Leominster, Massachusetts with 7 years of relevant experience. Davis is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at Nyl, Nylife Securities LLC, Eagle Strategies LLC and Bright Future Financial, LLC. Davis has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Texas. Eagle Strategies LLC is a firm based out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets between its 87,580 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. The company 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. A financial advisor's fees typically are based on the type of financial services provided. However, fee types billed by Eagle Strategies LLC can 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
Michael Davis Work History
Michael has been registered as a financial advisor for 7 years.*
Bright Future Financial, LLC
Eagle Strategies LLC
Nyl
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 Michael Davis 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
Conrad, MT
Nashua, NH
San Mateo, CA
Tacoma, WA
Roseville, CA
Buffalo, NY
Madison, CT
Chicago, IL
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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