Dennis
Poulos

Eagle Strategies LLC

CRD#1113259
Investment Advisor
in Flint, MI

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About this Advisor

Dennis Poulos is a chartered financial consultant working out of Flint, Michigan, who has been in the industry for 48 years. Poulos currently works for Eagle Strategies LLC. Throughout their career, Poulos has worked at New York Life Insurance Co, Nylife Securities Inc and Eagle Strategies LLC. Poulos maintains a Series 63 license, designating them as a securities broker, and can operate in Michigan and Texas. Eagle Strategies LLC is a registered investment firm that has its headquarters in Flint, Michigan. The firm has offices in 732 locations and a total of 2,030 people on staff. It administers $11 billion in assets under management across its 59,118 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 59,118 client accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC provides a diverse set 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 depend on which services are offered. Fee types charged by Eagle Strategies LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

48 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

Disclosures

Yes

Office Location

5154 Miller Road Suite E
Flint, MI 48507

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$11,273,733,918

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

2,030

MI Average: 88
Total Number of Accounts

59,118

MI Average: 3,892
Average Account Size

$190,699

MI Average: $1,917,921

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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

Dennis Poulos Work History

Dennis has 48 years of experience.

2001 - Present (20 years)

Eagle Strategies LLC

1982 - Present (39 years)

Nylife Securities Inc

1972 - Present (49 years)

New York Life Insurance Co

Disclosures

Dennis Poulos has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

Luis Castaneda
Woodland Hills, CA
Nicholas Ruggirello
Buffalo, NY
Daniel Mueller
Belmar, NJ
Jimmy Fish
Glendale, CA
Erin Furman
Vienna, VA
David Thompson
Frisco, TX
Erin Cook
Addison, TX
Jacqueline Pollack
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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