Taylor
Sledge
Eagle Strategies LLC
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About this Advisor
Taylor Sledge is a financial advisor based in Jackson, Mississippi, with 2 years of industry experience. Sledge is currently employed by Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities, LLC, Sledge And Company and Eagle Strategies LLC. Sledge has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Mississippi. Eagle Strategies LLC is a financial advisory business based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in assets among its 87,580 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 175 charitable organizations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC performs a broad array 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 charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC may include any 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
Taylor Sledge Work History
Taylor has been registered as a financial advisor for 2 years.*
Eagle Strategies LLC
Sledge And Company
Nylife Securities, LLC
New York Life Insurance Company
*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 Taylor Sledge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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