Dinesh
Saxena
Eagle Strategies LLC
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About this Advisor
Dinesh Saxena is a financial advisor working in Downers Grove, Illinois with a total of 9 years of industry experience. Saxena currently works for Eagle Strategies LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Insurance Company, Advanced Wealth Strategies Group and Eagle Strategies LLC. Saxena has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Illinois and Ohio. Eagle Strategies LLC is a financial advisory business based out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It has $17 billion in assets between its 87,580 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Eagle Strategies LLC provides a broad range of services, such as 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 typically vary depending on which services are provided. However, fee types charged by Eagle Strategies LLC most likely 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
Dinesh Saxena Work History
Dinesh has been registered as a financial advisor for 9 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Advanced Wealth Strategies Group
*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 Dinesh Saxena to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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