Michael
Michalak
Eagle Strategies LLC
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About this Advisor
Michael Michalak is a financial advisor who works out of Grand Rapids, Michigan who has 12 years of industry experience. Michalak is currently employed by Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life, Eagle Strategies LLC, Pasman Gsc Financial and 2M Financial Group, LLC. Michalak maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Michigan and Texas. Eagle Strategies LLC is an advisory company based out of New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in assets among its 87,580 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in investable assets. Eagle Strategies LLC offers a wide 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 for financial advice typically are based on the services. Fee types billed by Eagle Strategies LLC can include 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 Michalak Work History
Michael has been registered as a financial advisor for 12 years.*
2M Financial Group, LLC
Eagle Strategies LLC
New York Life
Pasman Gsc Financial
*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 Michalak 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
Nashua, NH
Baton Rouge, LA
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Overland Park, KS
Bayside, NY
San Mateo, CA
Thousand Oaks, 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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