Michael
Lackey

Eagle Strategies LLC

CRD#2394077
Investment Advisor
in New York, NY
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About this Advisor

Michael Lackey is a financial advisor based in New York, New York. Currently a registered financial advisor at Eagle Strategies LLC, they have accrued 13 years of professional experience in the financial advisory industry. Lackey holds Series 63 and Series 66 licenses, certifying them as a securities representative. Lackey can advise clients in New Jersey. During their career, the advisor has held roles at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Nylife Distributors LLC. Eagle Strategies LLC is headquartered in New York, New York, and operates out of 791 additional offices throughout the United States. In total, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 accounts and retains more than 1,913 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. Currently 22% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Eagle Strategies LLC can provide 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 66, Chartered Financial Consultant

Years of Experience

13 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
New York, NY 10010

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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

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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

Michael Lackey Work History

Michael has 13 years of experience.

2010 - Present (9 years)

Nylife Distributors LLC

2009 - Present (10 years)

Eagle Strategies LLC

2008 - Present (11 years)

Nylife Securities LLC

2005 - Present (14 years)

New York Life Insurance Company

Disclosures

Michael Lackey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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