Veronica
Pine

Eagle Strategies LLC

CRD#2606845
Investment Advisor
in New York, NY
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About this Advisor

Veronica Pine is a certified financial planner and chartered financial consultant whose office is in New York, New York. Currently an investment advisor with Eagle Strategies LLC, Pine has 14 years of professional experience. Pine maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Pine can act as a financial advisor in Connecticut. Pine has gained experience at Usaa Financial Advisors, Inc, Ubs Financial Services Inc, Patriot Financial Advisors, LLC, Usaa Financial Planning Services, Window Source, New York Life, Fidelity, Eagle Strategies LLC, New York Life Insurance Company and Nylife Securities LLC. Eagle Strategies LLC is headquartered in New York, New York, and operates out of 791 additional offices throughout the nation. In total, Eagle Strategies LLC manages $8 billion in assets throughout 41,236 accounts and retains more than 1,913 people. The firm's total assets under management makes it one of the biggest firms in the country. Currently 22% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Eagle Strategies LLC offers 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 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

51 Madison Avenue
New York, NY 10010

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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

Veronica Pine Work History

Veronica has 14 years of experience.

2016 - Present (3 years)

Eagle Strategies LLC

2016 - Present (3 years)

Nylife Securities LLC

2015 - Present (4 years)

New York Life Insurance Company

2015 - 2015 (< 1 year)

Fidelity

2014 - 2015 (1 year)

New York Life

2013 - 2013 (< 1 year)

Usaa Financial Advisors, Inc

2013 - 2013 (< 1 year)

Usaa Financial Planning Services

2013 - 2014 (1 year)

Window Source

2010 - 2012 (2 years)

Patriot Financial Advisors, LLC

2004 - 2010 (6 years)

Ubs Financial Services Inc

Disclosures

Veronica Pine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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