Donald
Lippencott
Eagle Strategies LLC
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About this Advisor
Donald Lippencott is a financial advisor working in East Setauket, New York who has 2 years of relevant experience. Lippencott is an employee of Eagle Strategies LLC. The advisor has gained experience at New York Life Ins Co, Nylife Securities Inc, Eagle Strategies, Lippencott Financial Group, Mahoney Financial Organization LLC, Legacy Prevervation Partners LLC and Westwind Farm And Stables LLC. Lippencott has a Series 63 license, designating them as a securities representative, and is approved to work in New York and Texas. Eagle Strategies LLC is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets under management between its 87,580 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. Eagle Strategies LLC offers a number 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 type of financial services provided. However, fee types charged by Eagle Strategies LLC likely are comprised of some blend of 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
$16,667,263,900
2,392
87,580
$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
Donald Lippencott Work History
Donald has been registered as a financial advisor for 2 years.*
Westwind Farm And Stables LLC
Lippencott Financial Group
Eagle Strategies
New York Life Ins Co
Nylife Securities Inc
Mahoney Financial Organization LLC
Legacy Prevervation Partners LLC
*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 Donald Lippencott 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
San Mateo, CA
Bayside, NY
Madison, CT
Chicago, IL
Matthews, NC
Conrad, MT
Lincoln, NE
San Jose, CA
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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