Zuzana
Ambrova

Eagle Strategies LLC

CRD#5141118
Investment Advisor
in Matthews, NC

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About this Advisor

Zuzana Ambrova is a financial advisor based in Matthews, North Carolina, working with Eagle Strategies LLC. Zuzana has previously held positions at Parker Financial Group, Nylife Securities LLC, Eagle Strategies LLC, and Parker Financial Group, LLC. Zuzana has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Zuzana is part of Eagle Strategies LLC, which operates out of Matthews, 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 66

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

10590 Independence Pointe Pkwy Suite 100
Matthews, NC 28105

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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

Zuzana Ambrova Work History

2015 - Present (9 years)

Parker Financial Group, LLC

2014 - Present (10 years)

Eagle Strategies LLC

2013 - Present (11 years)

Parker Financial Group

2013 - Present (11 years)

Nylife Securities LLC

Disclosures

Please visit the SEC profile of Zuzana Ambrova 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

David Anderson
Frisco, TX
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Raymond Stellhorn-Tavera
Newport Beach, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

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