Jeffrey
Olenych
Eagle Strategies LLC
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About this Advisor
Jeffrey Olenych is a financial advisor operating out of Pittsburgh, Pennsylvania, who has 2 years of relevant experience. Olenych is an advisor for Eagle Strategies LLC. Over the course of their career, Olenych has held roles at Nylife Securities LLC, New York Life Insurance Co, Adt Security, Olenych Financial Group, Eagle Strategies LLC and Ruby Financial Group. Olenych holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Eagle Strategies LLC is a business operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets across its 87,580 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has 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. A financial advisor's fee schedules are based on which service is provided. 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
Jeffrey Olenych Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Ruby Financial Group
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Olenych Financial Group
Adt Security
*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 Jeffrey Olenych 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
Fairfax, VA
Monroe, LA
Madison, CT
Chicago, IL
San Mateo, CA
Tacoma, WA
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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