Alexa
Eisenbrown

Eagle Strategies LLC

CRD#7274109
Investment Advisor
in Medina, OH

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About this Advisor

Alexa Eisenbrown is a financial advisor based in Medina, Ohio, working with Eagle Strategies LLC. Alexa has previously held positions at Medina County Sanitary Engineers, New York Life Insurance Company, The Ohio State University, Buckeye Local Schools, Nylife Securities LLC, and Eagle Strategies LLC. Alexa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Alexa is part of Eagle Strategies LLC, which operates out of Medina, Ohio. 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, 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

3637 Medina Rd Suite 345D
Medina, OH 44256-9470

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

OH Average: 88
Total Number of Accounts

95,287

OH Average: 3,892
Average Account Size

$213,647

OH 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

Alexa Eisenbrown Work History

2024 - Present (0 year)

Eagle Strategies LLC

2021 - Present (3 years)

Nylife Securities LLC

2020 - Present (4 years)

New York Life Insurance Company

2018 - 2020 (2 years)

Medina County Sanitary Engineers

2016 - 2018 (2 years)

The Ohio State University

2003 - 2016 (13 years)

Buckeye Local Schools

Disclosures

Please visit the SEC profile of Alexa Eisenbrown 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

Arjun Srivastava
Scottsdale, AZ
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Arvind Saxena
Fremont, CA
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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