John
Begley

Eagle Strategies LLC

CRD#4398764
Investment Advisor
in New York, NY
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About this Advisor

John Begley is a certified financial planner based in New York, New York. Currently a registered investment advisor with Eagle Strategies LLC, Begley has 16 years of professional experience. Begley holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Begley is able to operate based out of Pennsylvania. The advisor has gained experience at New York Life Insurance Company and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in New York, New York, and operates out of 791 brick-and-mortar locations in the nation. Overall, Eagle Strategies LLC oversees $8 billion in assets throughout 41,236 client accounts and retains more than 1,913 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. Currently 22% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $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 66, Certified Financial Planner

Years of Experience

16 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

51 Madison Avenue Room 913
New York, NY 10010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

NY Average: 88
Total Number of Accounts

41,236

NY Average: 3,892
Average Account Size

$197,532

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

John Begley Work History

John has 16 years of experience.

2014 - Present (5 years)

New York Life Insurance Company

2011 - Present (8 years)

Eagle Strategies LLC

2002 - 2014 (12 years)

New York Life Insurance Company

Disclosures

John Begley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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