Eagle Strategies LLC
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
Years of Experience
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Eagle Strategies LLC Brokerage Details
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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.
Eagle Strategies LLC
New York Life Insurance
Nylife Securities LLC
Rbc Centura Securities, Inc
Jbs Liberty Securities
Rbc Liberty Life
Adam Persky has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Eagle Strategies LLC
New York, NY
Los Angeles, CA
West Des Moines, IA
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.