Eagle Strategies LLC

Investment Advisor
in Charlotte, NC
Are you Maria Ochoa? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

6100 Fairview Road Suite 1142
Charlotte, NC 28210

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

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


Maria Ochoa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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