Adam
Persky

Eagle Strategies LLC

CRD#4668851
Investment Advisor
in New Bern, NC

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About this Advisor

Adam Persky is a financial advisor based out of New Bern, North Carolina with a total of 9 years of industry experience. Persky is an advisor for Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance, Nylife Securities LLC, Eagle Strategies LLC and Legacy Private Client Services LLC. Persky holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in North Carolina. Eagle Strategies LLC is a firm based out of New York, NY. It has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in assets under management among its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which service is provided. However, fee types charged by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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

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

$16,667,263,900

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

2,392

NC Average: 88
Total Number of Accounts

87,580

NC Average: 3,892
Average Account Size

$190,309

NC Average: $1,917,921

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 been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Legacy Private Client Services LLC

2014 - Present (10 years)

Eagle Strategies LLC

2010 - Present (14 years)

New York Life Insurance

2010 - Present (14 years)

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 Adam Persky 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

Kyoung Lee
Fairfax, VA
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Zuzana Ambrova
Matthews, NC
Jaclyn Magbitang
San Mateo, CA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA

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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