Jeffrey
Eichner

Eagle Strategies LLC

CRD#824671
Investment Advisor
in New York, NY
Are you Jeffrey Eichner? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

No

Office Location

120 Broadway 29Th Floor
New York, NY 10271

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

$8,546,118,534

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

1,965

NY Average: 88
Total Number of Accounts

50,776

NY Average: 3,892
Average Account Size

$168,310

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

Jeffrey Eichner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started