Michael
Pechersky

Eagle Strategies LLC

CRD#2810249
Investment Advisor
in New York, NY
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About this Advisor

Michael Pechersky is a financial advisor in New York, New York. Currently a registered investment advisor at Eagle Strategies LLC, Pechersky has 10 years of practice as an investment advisor. Pechersky maintains a Series 63 license, designating them as a securities representative. Pechersky is able to act as an advisor based out of New Jersey. Their career trajectory has included roles at Michael Pechersky, Nylife Securities, LLC, New York Life Insurance Co, Observatory Us, Westrock Asset Mgmt, Upb, Eagle Strategies LLC, Brooklyn College and Optimal Employee Solutions, LLC. Eagle Strategies LLC is headquartered in New York, New York, and operates out of 791 additional locations in the United States. In total, Eagle Strategies LLC manages $8 billion in assets across 41,236 client accounts and employs more than 1,913 people. The level of assets currently under the firm's management places it among the largest firms in the country. Currently 22% of the advisory firm's customers are high-net-worth individuals, meaning they have more 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

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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 Pechersky Work History

Michael has 10 years of experience.

2017 - Present (2 years)

Brooklyn College

2017 - Present (2 years)

Optimal Employee Solutions, LLC

2013 - Present (6 years)

Nylife Securities, LLC

2013 - Present (6 years)

Eagle Strategies LLC

2012 - Present (7 years)

New York Life Insurance Co

2012 - 2012 (< 1 year)

Michael Pechersky

2010 - 2012 (2 years)

Observatory Us

2009 - 2010 (1 year)

Westrock Asset Mgmt

2008 - 2009 (1 year)

Upb

Disclosures

Michael Pechersky has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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