Adam
Persky

Eagle Strategies LLC

CRD#4668851
Investment Advisor
in New Bern, NC

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About this Advisor

Adam Persky is an investment advisor who is based out of New Bern, North Carolina. Currently a registered investment advisor at Eagle Strategies LLC, Persky has 18 years of professional experience as a financial advisor. Persky maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Persky can advise customers in North Carolina and Texas. Over the course of their career, they have held roles at Rbc Centura Securities, Inc, Rbc Liberty Life, Jbs Liberty Securities, New York Life Insurance, Nylife Securities LLC and Eagle Strategies LLC. Eagle Strategies LLC is headquartered in New Bern, North Carolina, and has 732 locations across the country. Overall, Eagle Strategies LLC oversees $11 billion in assets throughout 59,118 accounts and retains more than 2,030 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 1,268 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 21% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Eagle Strategies LLC can offer 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 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

1315 South Glenburne Rd Suite D18
New Bern, NC 28562

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$11,273,733,918

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

2,030

NC Average: 88
Total Number of Accounts

59,118

NC Average: 3,892
Average Account Size

$190,699

NC 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

Adam Persky Work History

Adam has 18 years of experience.

2014 - Present (7 years)

Eagle Strategies LLC

2010 - Present (11 years)

New York Life Insurance

2010 - Present (11 years)

Nylife Securities LLC

2003 - 2010 (7 years)

Rbc Centura Securities, Inc

2003 - 2010 (7 years)

Jbs Liberty Securities

2002 - 2010 (8 years)

Rbc Liberty Life

Disclosures

Adam Persky has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Eagle Strategies LLC

Patrick Mckallagat
Andover, MA
Gabriella Taubman
New York, NY
Alex Bardales
Stratford, CT
Sebastian Kim
Los Angeles, CA
Joshua Ervasti
West Des Moines, IA
Edward Nemec
Bethesda, MD
Chad Worozaken
Glendale, CA
Jessica Greenhalgh
Johnston, RI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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