Eugene
Gillmor

Eagle Strategies LLC

CRD#4559439
Investment Advisor
in Medina, OH

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About this Advisor

Eugene Gillmor is a financial advisor who works in Medina, Ohio with a total of 17 years of relevant experience. Gillmor works at Eagle Strategies LLC. Throughout their career, they have worked at New York Life Insurance Company, Bankers Life & Casualty Co, Nylife Securities Inc and Brokerage. Gillmor has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Ohio and Texas. Eagle Strategies LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It manages $17 billion in total assets across its 87,580 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets. The company performs a diverse assortment 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. Fees for financial management are based on the financial services. However, fee types charged by Eagle Strategies LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 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

801 E Washington Street Suite 210
Medina, OH 44256

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

OH Average: 88
Total Number of Accounts

87,580

OH Average: 3,892
Average Account Size

$190,309

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

Eugene Gillmor Work History

Eugene has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Brokerage

2002 - Present (22 years)

New York Life Insurance Company

2002 - Present (22 years)

Nylife Securities Inc

1996 - Present (28 years)

Bankers Life & Casualty Co

*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 Eugene Gillmor 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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