Sheri
Hendricks
Eagle Strategies LLC
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About this Advisor
Sheri Hendricks is a financial advisor operating out of Johnston, Rhode Island with a total of 2 years of relevant experience. Hendricks works at Eagle Strategies LLC. Their career trajectory has included roles at Pruco Securities LLC, Home Depot, Massachusetts Mutual Company, Ratcliffe Harten Burke & Galamaga LLC, Motley Rice Llp, Prudential Insurance Company Of America, Edward Jones, Pruco Securities, LLC, The Prudential Insurance Company Of America, Bank New Port, Lpl Financial LLC, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and West Of Center Financial, LLC. Hendricks maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Massachusetts and Rhode Island. Eagle Strategies LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 828 locations and a total of 2,392 people on staff. It administers $17 billion in assets across its 87,580 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. Eagle Strategies LLC 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 fees typically depend on the type of financial services provided. Fees billed by Eagle Strategies LLC most likely 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
Sheri Hendricks Work History
Sheri has been registered as a financial advisor for 2 years.*
West Of Center Financial, LLC
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
Bank New Port
Lpl Financial LLC
Edward Jones
Pruco Securities, LLC
The Prudential Insurance Company Of America
Pruco Securities LLC
Prudential Insurance Company Of America
Home Depot
Massachusetts Mutual Company
Ratcliffe Harten Burke & Galamaga LLC
Motley Rice Llp
*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 Sheri Hendricks 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
Monroe, LA
Buffalo, NY
Tacoma, WA
Matthews, NC
San Jose, CA
Thousand Oaks, CA
Madison, CT
Fairfax, VA
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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