Eagle Strategies LLC

Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

51 Madison Avenue
New York, NY 10010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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 Roach Work History

Michael has 11 years of experience.

2015 - Present (4 years)

New York Life Insurance Company

2015 - Present (4 years)

Nylife Securities LLC

2015 - Present (4 years)

Eagle Strategies LLC

2013 - 2015 (2 years)


2012 - 2013 (1 year)

Charles Schwab

2007 - 2012 (5 years)

Fidelity Investments


Michael Roach has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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