Eagle Strategies LLC
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About this Advisor
Michael Roach is a certified financial planner working in New York, New York, with a total of 11 years of professional experience. Roach is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Tiaa-Cref, Fidelity Investments, Charles Schwab, New York Life Insurance Company, Nylife Securities LLC and Eagle Strategies LLC. Roach holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Eagle Strategies LLC is a registered investment company operating in New York, New York. It has offices in 791 locations and a total of 1,913 advisors. It administers $8 billion in assets under management among its 41,236 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 41 charities and foundations. Of its 41,236 customer accounts, 22% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company 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 fee schedules typically depend on the type of services offered. However, fee types billed by Eagle Strategies LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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 Roach Work History
Michael has 11 years of experience.
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
Michael Roach has no disclosures.
Please visit their SEC profile for more details.