Brian
Burger
Eagle Strategies LLC
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About this Advisor
Brian Burger is a chartered financial consultant working in Cincinnati, Ohio with a total of 14 years of relevant experience. Burger is an advisor for Eagle Strategies LLC. Burger has gained experience at New York Life Ins Co, Nylife Securities Inc and Eagle Strategies LLC. Burger holds a Series 63 license, designating them as a securities representative, and is registered to work in Ohio. Eagle Strategies LLC is a firm headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It handles $17 billion in total assets across its 87,580 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC provides 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. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC can include 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
Brian Burger Work History
Brian has been registered as a financial advisor for 14 years.*
Eagle Strategies LLC
New York Life Ins Co
Nylife Securities Inc
*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 Brian Burger 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
San Mateo, CA
Gig Harbor, WA
Chicago, IL
Lincoln, NE
Baton Rouge, LA
Maitland, FL
San Jose, CA
Madison, CT
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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