Richard
Basulto
Eagle Strategies LLC
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About this Advisor
Richard Basulto is a financial advisor based in Uniondale, New York, working with Eagle Strategies LLC. Richard has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Mazorra Business Services, Fiddlesticks, Clearview Park Golf Course, Queensborough Community College, and Eagle Strategies LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Richard is part of Eagle Strategies LLC, which operates out of Uniondale, New York. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Richard Basulto Work History
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securites LLC
Mazorra Business Services
Fiddlesticks
Clearview Park Golf Course
Queensborough Community College
Disclosures
Please visit the SEC profile of Richard Basulto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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