Maria
Ochoa

Eagle Strategies LLC

CRD#2256864
Investment Advisor
in Charlotte, NC
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About this Advisor

Maria Ochoa is a chartered financial consultant based in Charlotte, North Carolina, who has been in the industry for 27 years. Ochoa is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities Inc, New York Life Ins, Maria M. Ochoa Financial And Insurance Services and Eagle Strategies LLC. Ochoa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Eagle Strategies LLC is a business headquartered in Charlotte, North Carolina. The investment advisory business has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets under management across its 41,236 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 41 charities and foundations. Of its 41,236 client accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC offers a broad assortment 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. Fees for financial advice usually depend on the type of services offered. Fees billed by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

27 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

6100 Fairview Road Suite 1142
Charlotte, NC 28210

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

NC Average: 88
Total Number of Accounts

50,776

NC Average: 3,892
Average Account Size

$168,310

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

Maria Ochoa Work History

Maria has 27 years of experience.

2009 - Present (10 years)

Maria M. Ochoa Financial And Insurance Services

2000 - Present (19 years)

Eagle Strategies LLC

1992 - Present (27 years)

Nylife Securities Inc

1991 - Present (28 years)

New York Life Ins

Disclosures

Maria Ochoa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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