Cyrielle
Rivera

Eagle Strategies LLC

CRD#6216920
Investment Advisor
in New York, NY

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About this Advisor

Cyrielle Rivera is a financial advisor operating in New York, New York, with 1 year of relevant experience. Rivera is an employee of Eagle Strategies LLC. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Company, New York Life, New York University, Elle Financial Strategies and Eagle Strategies LLC. Rivera maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Eagle Strategies LLC is a business that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in assets across its 87,580 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a diverse array 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 largely are based on the services offered. However, fees billed by Eagle Strategies LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

New York Life Insurance Company 120 Broadway 29Th Floor
New York, NY 10271

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NY Average: 88
Total Number of Accounts

87,580

NY Average: 3,892
Average Account Size

$190,309

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

Cyrielle Rivera Work History

Cyrielle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eagle Strategies LLC

2020 - Present (4 years)

Elle Financial Strategies

2014 - Present (10 years)

Nylife Securities LLC

2013 - Present (11 years)

New York Life Insurance Company

2011 - 2013 (2 years)

New York Life

2009 - 2013 (4 years)

New York University

*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 Cyrielle Rivera 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

Zachary Wong
Gig Harbor, WA
Louis Orsatti
Waltham, MA
Kory Brown
Fresno, CA
Kristen Han
Bayside, NY
Michael Golosovker
Nashua, NH
John Schweitzer
Overland Park, KS
Barrett Ethington
South Jordan, UT

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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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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