Christopher
Alderson

Eagle Strategies LLC

CRD#4589415
Investment Advisor
in Buffalo, NY

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About this Advisor

Christopher Alderson is a financial advisor based in Buffalo, New York, working with Eagle Strategies LLC. Christopher has previously held positions at Alderson & Gersitz Agency, Inc, New York Life Insurance Company, Nylife Securities, LLC, Eagle Strategies LLC, Roi Financial Group, Nylife Securities LLC, Massachusetts Mutual Life, Metropolitan Life Insurance Company, and Metlife Securities Inc. Christopher has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Eagle Strategies LLC, which operates out of Buffalo, New York. 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 63, CERTIFIED FINANCIAL PLANNER™

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

7 Limestone Drive
Buffalo, NY 14221

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NY Average: 88
Total Number of Accounts

95,287

NY Average: 3,892
Average Account Size

$213,647

NY 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

Christopher Alderson Work History

2023 - Present (1 year)

Nylife Securities LLC

2023 - Present (1 year)

Eagle Strategies LLC

2017 - Present (7 years)

Roi Financial Group

2002 - Present (22 years)

Alderson & Gersitz Agency, Inc

2017 - 2022 (5 years)

New York Life Insurance Company

2017 - 2022 (5 years)

Nylife Securities, LLC

2017 - 2022 (5 years)

Eagle Strategies LLC

2016 - 2017 (1 year)

Massachusetts Mutual Life

2004 - 2016 (12 years)

Metropolitan Life Insurance Company

2004 - 2016 (12 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Christopher Alderson 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

Arjun Srivastava
Scottsdale, AZ
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, 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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