Martin
Michaud

Eagle Strategies LLC

CRD#5082181
Investment Advisor
in Westborough, MA

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About this Advisor

Martin Michaud is a financial advisor based in Westborough, Massachusetts. Michaud is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, New York Life Insurance Company, Eagle Strategies LLC, Citizens Securities, Inc and Equitable Advisors LLC. Michaud maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts, New Hampshire and Texas. Eagle Strategies LLC is a financial advisory company headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in assets across its 87,580 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs 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 largely vary depending on the type of financial services. Fees billed by Eagle Strategies LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

1700 West Park Drive
Westborough, MA 01581

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

MA Average: 88
Total Number of Accounts

87,580

MA Average: 3,892
Average Account Size

$190,309

MA 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

Martin Michaud Work History

Martin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Nylife Securities LLC

2023 - Present (1 year)

Eagle Strategies LLC

2022 - Present (2 years)

New York Life Insurance Co

2022 - 2023 (1 year)

Equitable Advisors LLC

2018 - 2018 (< 1 year)

Eagle Strategies LLC

2018 - 2022 (4 years)

Citizens Securities, Inc

2016 - 2018 (2 years)

Nylife Securities LLC

2016 - 2018 (2 years)

New York Life Insurance Co

2007 - 2016 (9 years)

Nylife Securities LLC

2007 - 2016 (9 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 Martin Michaud 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

Lynzie Wolters
Roseville, CA
Kristen Han
Bayside, NY
Jaclyn Magbitang
San Mateo, CA
Daniel Lopez
Thousand Oaks, CA
Joshua Mccarthy
Buffalo, NY
Michael Golosovker
Nashua, NH
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA

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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