Anthony
Mazzella

Eagle Strategies LLC

CRD#6865536
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

Anthony Mazzella is a financial advisor based in Saddle Brook, New Jersey, working with Eagle Strategies LLC. Anthony has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Brother Brunos Pizza Deli Bagel, Keller Williams Real Estate, East Stroudsburg University, Podell Financial Group, LLC, and Eagle Strategies LLC. Anthony has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Anthony is part of Eagle Strategies LLC, which operates out of Saddle Brook, New Jersey. 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 65, Series 63

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

250 Pehle Avenue 9Th Floor Plaza 2 - Suite 900
Saddle Brook, NJ 07663

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NJ Average: 88
Total Number of Accounts

95,287

NJ Average: 3,892
Average Account Size

$213,647

NJ 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

Anthony Mazzella Work History

2023 - Present (1 year)

Eagle Strategies LLC

2018 - Present (6 years)

Nylife Securities LLC

2017 - Present (7 years)

New York Life Insurance Company

2022 - 2023 (1 year)

Podell Financial Group, LLC

2017 - 2017 (< 1 year)

Keller Williams Real Estate

2013 - 2017 (4 years)

East Stroudsburg University

2012 - 2022 (10 years)

Brother Brunos Pizza Deli Bagel

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Anthony Mazzella 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

David Anderson
Frisco, TX
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Arvind Saxena
Fremont, CA
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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