Monzur
Mollah

Eagle Strategies LLC

CRD#2775732
Investment Advisor
in Brea, CA

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About this Advisor

Monzur Mollah is a financial advisor who works in Brea, California with a total of 9 years of industry experience. Mollah works at Eagle Strategies LLC. Mollah has gained experience at Nylife Securities LLC, New York Life Insurance Company and Eagle Strategies LLC. Mollah has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in California and Nevada. Eagle Strategies LLC is a business headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in assets under management across its 87,580 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Eagle Strategies LLC has a diverse range 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 usually are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

675 Placentia Ave Suite 250
Brea, CA 92821

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA 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

Monzur Mollah Work History

Monzur has been registered as a financial advisor for 9 years.*

2022 - Present (2 years)

Eagle Strategies LLC

2008 - Present (16 years)

Nylife Securities LLC

2008 - Present (16 years)

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 Monzur Mollah 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

Walter Lawrence
Monroe, LA
Joshua Mccarthy
Buffalo, NY
Kyoung Lee
Fairfax, VA
Zuzana Ambrova
Matthews, NC
Lynzie Wolters
Roseville, CA
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT

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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