Osvaldo
Gutierrez
Eagle Strategies LLC
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About this Advisor
Osvaldo Gutierrez is a financial advisor based out of Greenville, South Carolina who has 2 years of relevant experience. Gutierrez is an employee of Eagle Strategies LLC. Throughout their career, they have worked at Inversiones Acqua Sas, Nylife Securities LLC, New York Life Insurance Company, West End Financial Strategies LLC and Eagle Strategies LLC. Gutierrez holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Eagle Strategies LLC is an advisory company based in New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets under management between its 87,580 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC provides a diverse array 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. Fees charged by financial advisors usually depend on the financial services offered. Fee types 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
Osvaldo Gutierrez Work History
Osvaldo has been registered as a financial advisor for 2 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
West End Financial Strategies LLC
Inversiones Acqua Sas
*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 Osvaldo Gutierrez 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
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Nashua, NH
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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