Christopher
Hassett

Eagle Strategies LLC

CRD#2603797
Investment Advisor
in Charlotte, NC

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About this Advisor

Christopher Hassett is a financial advisor based in Charlotte, North Carolina, working with Eagle Strategies LLC. Christopher has previously held positions at New York Life Insurance Company, Nylife Securities Inc, Hassett Financial Partners, Dedicated Income Solutions, and Rock Canyon High School. Christopher has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Christopher is part of Eagle Strategies LLC, which operates out of Charlotte, North Carolina. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

Charlotte, NC

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NC Average: 88
Total Number of Accounts

95,287

NC Average: 3,892
Average Account Size

$213,647

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

Christopher Hassett Work History

2003 - Present (21 years)

New York Life Insurance Company

2003 - Present (21 years)

Nylife Securities Inc

2014 - 2022 (8 years)

Dedicated Income Solutions

2014 - 2016 (2 years)

Rock Canyon High School

2010 - 2016 (6 years)

Hassett Financial Partners

Disclosures

Please visit the SEC profile of Christopher Hassett 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

Raymond Stellhorn-Tavera
Newport Beach, CA
Jon Rusten
Woodbury, MN
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Rebecca Wolff
Bellevue, WA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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