Micheline
Yacoub

Eagle Strategies LLC

CRD#5900980
Investment Advisor
in West Roxbury, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Micheline Yacoub is a financial advisor operating out of West Roxbury, Massachusetts, with a total of 10 years of relevant experience. Yacoub is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and M.Y. Core Financials, LLC. Yacoub holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Massachusetts. Eagle Strategies LLC is a financial advisory firm based in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It controls $17 billion in assets across its 87,580 accounts, making it one of the largest firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 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

1864 Center Street Suite 3A
West Roxbury, MA 02132

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Micheline Yacoub Work History

Micheline has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

M.Y. Core Financials, LLC

2013 - Present (11 years)

Eagle Strategies LLC

2011 - Present (13 years)

New York Life Insurance Company

2011 - Present (13 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 Micheline Yacoub 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

Lynzie Wolters
Roseville, CA
Barrett Ethington
South Jordan, UT
Daniel Lopez
Thousand Oaks, CA
Bradley Brodersen
Lincoln, NE
Kristen Han
Bayside, NY
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA
Jaclyn Magbitang
San Mateo, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started