Maria
Ashley
Eagle Strategies LLC
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About this Advisor
Maria Ashley is a financial advisor working in Saint Louis, Missouri with a total of 4 years of industry experience. Ashley is an employee of Eagle Strategies LLC. Over the course of their career, Ashley has held roles at Coca-Cola North Americna Grp, Eagle Strategies LLC, Marco Financial, LLC, Nylife Securities LLC and New York Life Insurance Co. Ashley maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Missouri. Eagle Strategies LLC is a registered investment business that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in assets across its 87,580 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The company provides 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. Financial management fees usually are based on the financial services provided. Fees billed by Eagle Strategies LLC most likely consist of 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
Maria Ashley Work History
Maria has been registered as a financial advisor for 4 years.*
Eagle Strategies LLC
Marco Financial, LLC
Nylife Securities LLC
New York Life Insurance Co
Coca-Cola North Americna Grp
*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 Maria Ashley 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
Bayside, NY
Waltham, MA
Nashua, NH
Overland Park, KS
Matthews, NC
South Jordan, UT
San Mateo, CA
Buffalo, NY
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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