Barry
Bruno
Eagle Strategies LLC
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About this Advisor
Barry Bruno is a chartered financial consultant operating out of Saratoga Springs, New York with 6 years of relevant experience. Bruno works at Eagle Strategies LLC. The advisor has gained experience at New York Life, Nylife Securities LLC, Bruno & Bruno Financial Services, LLC and Eagle Strategies LLC. Bruno holds a Series 63 license, designating them as a securities agent, and is able to work in New Jersey and New York. Eagle Strategies LLC is a financial advisory business based out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It administers $17 billion in total assets across its 87,580 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. The firm provides a wide range 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 largely are based on which service is offered. However, fee types billed by Eagle Strategies LLC can consist of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$16,667,263,900
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,392
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
87,580
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$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
Barry Bruno Work History
Barry has been registered as a financial advisor for 6 years.*
Eagle Strategies LLC
Bruno & Bruno Financial Services, LLC
Nylife Securities LLC
New York Life
*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 Barry Bruno 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
Nashua, NH
Bayside, NY
Thousand Oaks, CA
Buffalo, NY
Lincoln, NE
Overland Park, KS
San Jose, CA
San Mateo, 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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