Blake
Castaldo
Eagle Strategies LLC
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About this Advisor
Blake Castaldo is a financial advisor working out of Canton, Ohio with a total of 3 years of relevant experience. Castaldo is an advisor for Eagle Strategies LLC. Over the course of their career, they have held roles at Nylife Distributors LLC, Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC and Eagle Wealth Partners LLC D/B/A Lifetime Wealth Partners. Castaldo holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Eagle Strategies LLC is a registered investment business based out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in total assets across its 87,580 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. Eagle Strategies LLC provides a broad assortment 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. Fees charged by financial advisors usually are based on the type of services offered. However, fees billed by Eagle Strategies LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Blake Castaldo Work History
Blake has been registered as a financial advisor for 3 years.*
Eagle Wealth Partners LLC D/B/A Lifetime Wealth Partners
Nylife Securities LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Distributors LLC
Nylife Distributors LLC
Nylife Securities LLC
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 Blake Castaldo 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
Bayside, NY
Fresno, CA
Roseville, CA
Nashua, NH
Matthews, NC
Waltham, MA
Lincoln, NE
San Mateo, 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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