Maram
Nashar

Eagle Strategies LLC

CRD#4889888
Investment Advisor
in Latham, NY

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About this Advisor

Maram Nashar is a financial advisor who works in Latham, New York who has 5 years of industry experience. Nashar currently works for Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities, Inc, Tarella And Testa Financial Group, Tailored Wealth Solutions LLC D/B/A Tailored Wealth Solutions and Eagle Strategies LLC. Nashar maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in New Jersey, New York and Texas. Eagle Strategies LLC is a registered investment company headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in assets under management across its 87,580 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Eagle Strategies LLC provides 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. Financial advisory fee schedules typically vary depending on which service is offered. However, fee types billed by Eagle Strategies LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

26 Century Hill Drive Suite 301
Latham, NY 12110

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NY Average: 88
Total Number of Accounts

87,580

NY Average: 3,892
Average Account Size

$190,309

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

Maram Nashar Work History

Maram has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Tailored Wealth Solutions LLC D/B/A Tailored Wealth Solutions

2018 - Present (6 years)

Eagle Strategies LLC

2006 - Present (18 years)

Nylife Securities, Inc

2004 - Present (20 years)

New York Life Insurance Company

2019 - 2021 (2 years)

Tarella And Testa Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maram Nashar 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

Justin Golec
South Hadley, MA
Adam Tolliver
Atlanta, GA
Andrew Blanks
Lynchburg, VA
Mindy Fisdel
Edinburg, TX
Kyoung Lee
Fairfax, VA
Richard Alexander
Mobile, AL
Justin Lakin
Diana, TX
Christopher Grosvenor
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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