John
Begley

Eagle Strategies LLC

CRD#4398764
Investment Advisor
in New York, NY

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About this Advisor

John Begley is a certified financial planner working out of New York, New York who has 9 years of industry experience. Begley works at Eagle Strategies LLC. Over the course of their career, Begley has held roles at New York Life Insurance Company and Eagle Strategies LLC. Begley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Eagle Strategies LLC is a company based in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It handles $17 billion in assets across its 87,580 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely are based on which services the firm provides the client. Fees billed by Eagle Strategies LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

51 Madison Avenue 12Th Floor
New York, NY 10010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NY Average: 88
Total Number of Accounts

87,580

NY Average: 3,892
Average Account Size

$190,309

NY 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

John Begley Work History

John has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

New York Life Insurance Company

2011 - Present (13 years)

Eagle Strategies LLC

2002 - 2014 (12 years)

New York Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Begley 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

Kyoung Lee
Fairfax, VA
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Zuzana Ambrova
Matthews, NC
Jaclyn Magbitang
San Mateo, CA
Bradley Brodersen
Lincoln, NE
Thuan Pham
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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