Timothy
Haye
Eagle Strategies LLC
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About this Advisor
Timothy Haye is a financial advisor working in Toledo, Ohio with 3 years of industry experience. Haye is currently employed by Eagle Strategies LLC. Throughout their career, Haye has worked at Aldi, New York Life Insurance Company, Nylife Securities LLC, Heritage Planners and Eagle Strategies LLC. Haye maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Ohio. Eagle Strategies LLC is a registered investment company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets among its 87,580 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Eagle Strategies LLC performs a broad array 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 vary depending on which services the firm provides the client. However, fees billed by Eagle Strategies LLC may 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
Timothy Haye Work History
Timothy has been registered as a financial advisor for 3 years.*
Eagle Strategies LLC
Heritage Planners
New York Life Insurance Company
Nylife Securities LLC
New York Life Insurance Company
Aldi
*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 Timothy Haye 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
Conrad, MT
Madison, CT
Chicago, IL
Lincoln, NE
Thousand Oaks, CA
Matthews, NC
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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