Steven
Cook

Eagle Strategies LLC

CRD#4208931
Investment Advisor
in Saint Louis, MO

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About this Advisor

Steven Cook is a financial advisor based in Saint Louis, Missouri, working with Eagle Strategies LLC. Steven has previously held positions 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. Steven has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Steven is part of Eagle Strategies LLC, which operates out of Saint Louis, Missouri. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

4614 Mackline Ave
Saint Louis, MO 63109

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

MO Average: 88
Total Number of Accounts

95,287

MO Average: 3,892
Average Account Size

$213,647

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

Steven Cook Work History

2022 - Present (3 years)

Nylife Securities LLC

2022 - Present (3 years)

Eagle Strategies LLC

2020 - Present (5 years)

Stan-Ad Ventures LLC Dba Kt'S Saloon

2018 - Present (7 years)

Smc Ventures LLC Dba The Tavern @Clifton Heights

2011 - 2022 (11 years)

Cetera Investment Advisers LLC

2000 - 2022 (22 years)

Cetera Financial Specialists LLC

Created with Highcharts 6.0.7

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

Arjun Srivastava
Scottsdale, AZ
Christopher Sheeler
Bethesda, MD
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Jonathan Tomassi
Belmar, NJ
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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