Lisa
Smoltino

Eagle Strategies LLC

CRD#4668820
Investment Advisor
in New York, NY
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About this Advisor

Lisa Smoltino is a financial advisor working out of New York, New York, who has 10 years of work experience. Smoltino is on the advisory team at Eagle Strategies LLC. Over the course of their career, Smoltino has held roles at Nylife Securities LLC, New Yorklife Insurance Co and Eagle Strategies LLC. Smoltino holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in New Jersey. Eagle Strategies LLC is a financial advisory firm based in New York, New York. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It administers $8 billion in total assets among its 41,236 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 41 charities and foundations. Of its 41,236 accounts, 22% are associated with high-net-worth individuals who have more than $1 million in investable assets. Eagle Strategies LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. However, fees billed by Eagle Strategies LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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 10271-0019

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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

Lisa Smoltino Work History

Lisa has 10 years of experience.

2011 - Present (8 years)

Eagle Strategies LLC

2008 - Present (11 years)

Nylife Securities LLC

2008 - Present (11 years)

New Yorklife Insurance Co

Disclosures

Lisa Smoltino has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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