David
Benson
Eagle Strategies LLC
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About this Advisor
David Benson is a chartered financial consultant operating in Melville, New York with 2 years of relevant experience. Benson currently works for Eagle Strategies LLC. During their career, the advisor has held roles at New York Life Insurance Co, Hathaway-Benson Associates, Eagle Strategies LLC and Treebrook Financial Group. Benson has a Series 63 license, which qualifies them as a securities agent, and can advise clients in New York. Eagle Strategies LLC is a financial advisory business headquartered in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in assets under management among its 87,580 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 175 charitable organizations. Of its 87,580 accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a broad set 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. Fees for financial advice largely depend on the type of services offered. However, fees charged by Eagle Strategies LLC most likely include 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
David Benson Work History
David has been registered as a financial advisor for 2 years.*
Treebrook Financial Group
Eagle Strategies LLC
Hathaway-Benson Associates
New York Life Insurance Co
*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 David Benson 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
Buffalo, NY
Overland Park, KS
Fairfax, VA
Thousand Oaks, CA
Matthews, NC
Nashua, NH
San Jose, CA
Chicago, IL
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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