Eagle Strategies LLC
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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
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Eagle Strategies LLC Brokerage Details
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.*
Roi Financial Group, LLC D/B/A Roi Financial Group
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Weller, Rusert And Stoll, LLC
Nylife Securities LLC
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
Thousand Oaks, CA
San Jose, CA
San Mateo, 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 firstname.lastname@example.org.
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