Eric
Anderson

Eagle Strategies LLC

CRD#6106867
Investment Advisor
in Melville, NY

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About this Advisor

Eric Anderson is a financial advisor based in Melville, New York, working with Eagle Strategies LLC. Eric has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Suny Oswego, and Eagle Strategies LLC. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Eric is part of Eagle Strategies LLC, which operates out of Melville, New York. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

1660 Walt Whitman Road
Melville, NY 11747

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NY Average: 88
Total Number of Accounts

95,287

NY Average: 3,892
Average Account Size

$213,647

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

Eric Anderson Work History

2021 - Present (3 years)

Eagle Strategies LLC

2016 - Present (8 years)

New York Life Insurance Company

2016 - Present (8 years)

Nylife Securities LLC

2011 - 2016 (5 years)

Suny Oswego

Disclosures

Please visit the SEC profile of Eric Anderson 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

Jonathan Tomassi
Belmar, NJ
Craig Oki
Boise, ID
Meaghan Ives
Pensacola, FL
Jon Rusten
Woodbury, MN
Peter Lanza
Scranton, PA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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