Michelle
Gams
Eagle Strategies LLC
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About this Advisor
Michelle Gams is a financial advisor working in Billings, Montana with a total of 21 years of relevant experience. Gams is an advisor for Eagle Strategies LLC. During their career, the advisor has held roles at New York Life Insurance Company, Miller, Gams & Associates, Nylife Securities and Retirement Solutions. Gams has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Montana. Eagle Strategies LLC is a registered investment firm operating out of New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in assets between its 87,580 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets. Eagle Strategies LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by Eagle Strategies LLC may include 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
Michelle Gams Work History
Michelle has been registered as a financial advisor for 21 years.*
Retirement Solutions
Miller,Gams & Associates
Nylife Securities
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 Michelle Gams 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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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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