Sophie
Kulas
Eagle Strategies LLC
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About this Advisor
Sophie Kulas is a financial advisor working in Waltham, Massachusetts with a total of 1 year of industry experience. Kulas is on the advisory team at Eagle Strategies LLC. Over the course of their career, Kulas has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Weston High School, Petit Robert Bistro, National Association Registered Social Security Analysts, New York Life Insurance Co, Nylife Securities LLC, Strategic Planning, Rel Fic Realty, Lspn Pro LLC and Eagle Strategies LLC. Kulas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Eagle Strategies LLC is a registered investment company operating out of New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets among its 87,580 accounts, making it one of the largest firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually vary depending on the type of services offered. However, fees charged by Eagle Strategies LLC may include some blend 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
Sophie Kulas Work History
Sophie has been registered as a financial advisor for 1 years.*
New York Life Insurance Co
Nylife Securities LLC
Eagle Strategies LLC
Strategic Planning
Rel Fic Realty
National Association Registered Social Security Analysts
Lspn Pro LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Petit Robert Bistro
Weston High School
*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 Sophie Kulas 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
Buffalo, NY
Monroe, LA
Matthews, NC
San Jose, CA
Roseville, CA
Madison, CT
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.
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