Charles
Bright

Eagle Strategies LLC

CRD#5543155
Investment Advisor
in Saint Louis, MO

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About this Advisor

Charles Bright is a financial advisor who works in Saint Louis, Missouri who has 4 years of relevant experience. Bright currently works for Eagle Strategies LLC. Throughout their career, Bright has worked at New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Bright maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Missouri. Eagle Strategies LLC is a business operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It has $17 billion in assets across its 87,580 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number 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 largely vary depending on which services the firm provides the client. Fees charged by Eagle Strategies LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

3 Cityplace Drive Suite 690
Saint Louis, MO 63141

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

MO Average: 88
Total Number of Accounts

87,580

MO Average: 3,892
Average Account Size

$190,309

MO 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

Charles Bright Work History

Charles has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Eagle Strategies LLC

2008 - Present (16 years)

New York Life Insurance Co

2008 - Present (16 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 Charles Bright 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

Joshua Mccarthy
Buffalo, NY
Louis Orsatti
Waltham, MA
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Zuzana Ambrova
Matthews, NC
Kristen Han
Bayside, NY
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, 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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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.

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