William
Laird

Eagle Strategies LLC

CRD#2998466
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Laird is a certified financial planner who works in Pittsburgh, Pennsylvania, with 12 years of work experience. Laird is an advisor for Eagle Strategies LLC. During their career, the advisor has held roles at New York Life Insurance Company, Nylife Securities Inc and Eagle Strategies LLC. Laird maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Eagle Strategies LLC is a financial advisory business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets among its 41,236 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 41 charities and foundations. Of its 41,236 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a number 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 advisory services usually depend on which service is provided. Fee types charged by Eagle Strategies LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Disclosures

No

Office Location

225 West Station Square Drive Suite 300
Pittsburgh, PA 15219

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

PA Average: 88
Total Number of Accounts

50,776

PA Average: 3,892
Average Account Size

$168,310

PA Average: $1,917,921

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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

William Laird Work History

William has 12 years of experience.

2011 - Present (8 years)

Eagle Strategies LLC

2006 - Present (13 years)

New York Life Insurance Company

2006 - Present (13 years)

Nylife Securities Inc

Disclosures

William Laird has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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