Eagle Strategies LLC

Investment Advisor
in New Bern, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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



Office Location

1315 South Glenburne Rd Suite D18
New Bern, NC 28562

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started