Daniel
Pearsall

Eagle Strategies LLC

CRD#5557588
Investment Advisor
in Saratoga Springs, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Pearsall is a financial advisor who works in Saratoga Springs, New York with a total of 2 years of industry experience. Pearsall is an employee of Eagle Strategies LLC. Throughout their career, Pearsall has worked at Crt Capital Group, New York Life Insurance Co, Nylife Securities LLC, Waterfall Asset Management, Tarella And Testa Financial Group, Tailored Wealth Solutions LLC D/B/A Tailored Wealth Solutions and Eagle Strategies LLC. Pearsall holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in New York. Eagle Strategies LLC is a registered investment company based in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It oversees $17 billion in assets between its 87,580 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a wide assortment 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 fee schedules largely depend on which services are provided. However, fee types billed by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

110 Henry Street
Saratoga Springs, NY 12866

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Daniel Pearsall Work History

Daniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Tailored Wealth Solutions LLC D/B/A Tailored Wealth Solutions

2021 - Present (3 years)

Eagle Strategies LLC

2020 - Present (4 years)

New York Life Insurance Co

2020 - Present (4 years)

Nylife Securities LLC

2021 - 2021 (< 1 year)

Tarella And Testa Financial Group

2013 - 2019 (6 years)

Waterfall Asset Management

2010 - 2013 (3 years)

Crt Capital Group

*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 Daniel Pearsall 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

Lynzie Wolters
Roseville, CA
Michael Golosovker
Nashua, NH
Kyoung Lee
Fairfax, VA
Vanessa Bucklin
Conrad, MT
Zuzana Ambrova
Matthews, NC
Joshua Mccarthy
Buffalo, NY
Bradley Brodersen
Lincoln, NE
Justin Lindahl
Madison, CT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started