Eagle Strategies LLC

Investment Advisor
in Hamburg, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Eiseman is a financial advisor working in Hamburg, New York, who has 2 years of relevant experience. Eiseman is an employee of Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Weller, Rusert And Stoll, LLC, New York Life Insurance Co, Eagle Strategies LLC and Roi Financial Group, LLC D/B/A Roi Financial Group. Eiseman holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in New York. Eagle Strategies LLC is a financial advisory business based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 advisors. It controls $17 billion in assets between its 87,580 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Eagle Strategies LLC has 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

71 Main Street Suite A
Hamburg, NY 14075

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


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

James Eiseman Work History

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

2022 - Present (1 year)

Roi Financial Group, LLC D/B/A Roi Financial Group

2019 - Present (4 years)

Eagle Strategies LLC

2017 - Present (6 years)

Nylife Securities LLC

2017 - Present (6 years)

New York Life Insurance Co

2016 - 2017 (1 year)

Weller, Rusert And Stoll, LLC

2013 - 2017 (4 years)

Nylife Securities LLC

2012 - 2017 (5 years)

New York Life Insurance Company

*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.


Please visit the SEC profile of James Eiseman 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

Christopher Mcdonald
Chicago, IL
Daniel Lopez
Thousand Oaks, CA
Thuan Pham
San Jose, CA
Justin Lindahl
Madison, CT
Jaclyn Magbitang
San Mateo, CA
Walter Lawrence
Monroe, LA
Zuzana Ambrova
Matthews, NC
Bradley Brodersen
Lincoln, NE

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