Eagle Strategies LLC

Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Eichner is an advisor based in New York, New York. Currently a registered investment advisor at Eagle Strategies LLC, Eichner has an impressive 45 years of work experience as a financial advisor. Eichner has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Eichner is able to serve clients based out of Connecticut and Vermont. Throughout their career, Eichner has worked at New York Life Insurance Co, Nylife Securities LLC, Strategic Financial Group LLC and Eagle Strategies LLC. Eagle Strategies LLC is based out of New York, New York, and has 791 other offices across the nation. In total, Eagle Strategies LLC oversees $8 billion in assets across 41,236 client accounts and employs more than 1,913 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. Currently 22% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Eagle Strategies LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

45 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

120 Broadway 29Th Floor
New York, NY 10271

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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

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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

Jeffrey Eichner Work History

Jeffrey has 45 years of experience.

2005 - Present (14 years)

Strategic Financial Group LLC

1999 - Present (20 years)

Eagle Strategies LLC

1981 - Present (38 years)

Nylife Securities LLC

1973 - Present (46 years)

New York Life Insurance Co


Jeffrey Eichner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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