Michael
Powers

Eagle Strategies LLC

CRD#7616823
Investment Advisor
in Waltham, MA

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About this Advisor

Michael Powers is a financial advisor based in Waltham, Massachusetts, working with Eagle Strategies LLC. Michael has previously held positions at Equitable Advisors, LLC, Hyannisport Club, Dino's Brick Oven Pizzeria Company, Cal's Brick Oven Pizzeria Company, University of Massachusetts, Lowell, Wakefield Public Schools, New York Life Insurance Company, Nylife Securities LLC, and Eagle Strategies LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Michael is part of Eagle Strategies LLC, which operates out of Waltham, 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 66

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

201 Jones Road 5Th Floor
Waltham, MA 02451

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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

Michael Powers Work History

2024 - Present (1 year)

New York Life Insurance Company

2024 - Present (1 year)

Nylife Securities LLC

2024 - Present (1 year)

Eagle Strategies LLC

2022 - 2024 (2 years)

Equitable Advisors, LLC

2022 - 2022 (< 1 year)

Cal'S Brick Oven Pizzeria Company

2021 - 2021 (< 1 year)

Hyannisport Club

2021 - 2022 (1 year)

Dino'S Brick Oven Pizzeria Company

2017 - 2021 (4 years)

University Of Massachusetts, Lowell

2016 - 2020 (4 years)

Dino'S Brick Oven Pizzeria Company

2009 - 2017 (8 years)

Wakefield Public Schools

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Disclosures

Please visit the SEC profile of Michael Powers 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

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
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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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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