Paul
Szkotak
Eagle Strategies LLC
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About this Advisor
Paul Szkotak is a financial advisor based in Horsham, Pennsylvania, working with Eagle Strategies LLC. Paul has previously held positions at Main Street Fine Homes, Integrated Wealth Strategies, New York Life Insurance Co, Nylife Securities LLC, and Eagle Strategies LLC. Paul has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Paul is part of Eagle Strategies LLC, which operates out of Horsham, Pennsylvania. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Paul Szkotak Work History
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Integrated Wealth Strategies
Main Street Fine Homes
Disclosures
Please visit the SEC profile of Paul Szkotak 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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