Peter
Mckenna
Eagle Strategies LLC
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About this Advisor
Peter Mckenna is a financial advisor based out of Melville, New York with a total of 10 years of relevant experience. Mckenna is an advisor for Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Mckenna holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in assets under management among its 87,580 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees charged by Eagle Strategies LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Peter Mckenna Work History
Peter has been registered as a financial advisor for 10 years.*
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
*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 Peter Mckenna 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
Diana, TX
Oklahoma City, OK
Johnston, RI
Matthews, NC
Bethesda, MD
Edinburg, TX
New York, NY
Mansfield, TX
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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