Colton
Herrington

Eagle Strategies LLC

CRD#6244797
Investment Advisor
in Horseheads, NY

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About this Advisor

Colton Herrington is a financial advisor based in Horseheads, New York, who has been in the financial industry for 10 years. Herrington is on the advisory team at Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company, Ithaca College, Eagle Strategies LLC and H&H Financial Group. Herrington has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Eagle Strategies LLC is a registered investment company operating out of Horseheads, New York. It has offices in 732 locations and a total of 2,030 people on staff. It handles $11 billion in total assets among its 59,118 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 91 charities and foundations. Of its 59,118 client accounts, 21% are held by high-net-worth clients who have at least $1 million in assets available to invest. Eagle Strategies LLC performs a broad 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. A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

221 Prospect Hill Road
Horseheads, NY 14845

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$11,273,733,918

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

2,030

NY Average: 88
Total Number of Accounts

59,118

NY Average: 3,892
Average Account Size

$190,699

NY Average: $1,917,921

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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

Colton Herrington Work History

Colton has 10 years of experience.

2015 - Present (7 years)

Eagle Strategies LLC

2015 - Present (7 years)

H&H Financial Group

2014 - Present (8 years)

Nylife Securities LLC

2013 - Present (9 years)

New York Life Insurance Company

2010 - Present (12 years)

Ithaca College

Disclosures

Colton Herrington has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

Christopher Eppich
Waltham, MA
Richard Suh
Fairfax, VA
Krista Halbach
New Holstein, WI
Erin Vick
Aurora, OH
Erin Cook
Addison, TX
Ashley Hoy
Danvers, MA
David Otto
Amarillo, TX

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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