Steven
Cook
Eagle Strategies LLC
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About this Advisor
Steven Cook is a financial advisor based out of Saint Louis, Missouri with 1 year of industry experience. Cook is an employee of Eagle Strategies LLC. Cook has gained experience at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Nylife Securities LLC, Eagle Strategies LLC, Stan-Ad Ventures LLC Dba Kt'S Saloon and Smc Ventures LLC Dba The Tavern @Clifton Heights. Cook maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Eagle Strategies LLC is an advisory company based out of New York, NY. The company has offices in 828 locations and a total of 2,392 people on staff. It controls $17 billion in assets between its 87,580 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. Eagle Strategies LLC provides a diverse set 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 the type of services provided. Fee types billed by Eagle Strategies LLC can be comprised 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
Steven Cook Work History
Steven has been registered as a financial advisor for 1 years.*
Nylife Securities LLC
Eagle Strategies LLC
Stan-Ad Ventures LLC Dba Kt'S Saloon
Smc Ventures LLC Dba The Tavern @Clifton Heights
Cetera Investment Advisers LLC
Cetera Financial Specialists 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 Steven Cook 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
Monroe, LA
Roseville, CA
Fairfax, VA
Tacoma, WA
Thousand Oaks, CA
Conrad, MT
Matthews, NC
Lincoln, NE
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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