Jacqueline
Pollack

Eagle Strategies LLC

CRD#6343240
Investment Advisor
in New York, NY

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About this Advisor

Jacqueline Pollack is a financial advisor operating in New York, New York with a total of 1 year of industry experience. Pollack is currently employed by Eagle Strategies LLC. Throughout their career, Pollack has worked at Boston College, Tony Roma'S Restaurant, Pollack & Culnen Certified Public Accountants, Lincoln Financial Advisors, Lpl Financial, LLC, Cassa Wealth Management, P.C, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC and Citigroup Global Markets Inc. Pollack maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Eagle Strategies LLC is a registered investment company operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It handles $17 billion in assets under management across its 87,580 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Eagle Strategies LLC provides a number 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

51 Madison Ave. Room 713
New York, NY 10010

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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

Jacqueline Pollack Work History

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

2022 - Present (2 years)

New York Life Insurance Co

2022 - Present (2 years)

Nylife Securities LLC

2022 - Present (2 years)

Eagle Strategies LLC

2022 - 2022 (< 1 year)

Citigroup Global Markets Inc

2018 - 2022 (4 years)

New York Life Insurance Co

2018 - 2022 (4 years)

Nylife Securities LLC

2018 - 2022 (4 years)

Eagle Strategies LLC

2016 - 2018 (2 years)

Cassa Wealth Management, P.C

2015 - 2016 (1 year)

Lpl Financial, LLC

2014 - 2014 (< 1 year)

Lincoln Financial Advisors

2014 - 2015 (1 year)

Lincoln Financial Advisors

2013 - 2013 (< 1 year)

Tony Roma'S Restaurant

2010 - 2014 (4 years)

Boston College

2010 - 2013 (3 years)

Pollack & Culnen Certified Public Accountants

*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 Jacqueline Pollack 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

Vanessa Bucklin
Conrad, MT
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Walter Lawrence
Monroe, LA
Daniel Lopez
Thousand Oaks, CA
Thuan Pham
San Jose, CA
Christopher Mcdonald
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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