Joseph
Dibella

Eagle Strategies LLC

CRD#4022190
Investment Advisor
in Albany, NY

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About this Advisor

Joseph Dibella is a financial advisor based in Albany, New York, working with Eagle Strategies LLC. Joseph has previously held positions at The Di Bella Financial Group, LLC, New York Life Insurance Company, 21St Century Retirement Planning Group, Eagle Strategies LLC, and Nylife Securities LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Joseph is part of Eagle Strategies LLC, which operates out of Albany, New York. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

5 Washington Square First Floor
Albany, NY 12205

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NY Average: 88
Total Number of Accounts

95,287

NY Average: 3,892
Average Account Size

$213,647

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

Joseph Dibella Work History

2007 - Present (17 years)

21St Century Retirement Planning Group

2007 - Present (17 years)

Eagle Strategies LLC

2005 - Present (19 years)

The Di Bella Financial Group, LLC

1999 - Present (25 years)

New York Life Insurance Company

1999 - Present (25 years)

Nylife Securites LLC

Disclosures

Please visit the SEC profile of Joseph Dibella 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

Arjun Srivastava
Scottsdale, AZ
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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