Connor
Nutt

Eagle Strategies LLC

CRD#7200414
Investment Advisor
in Dallas, TX

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About this Advisor

Connor Nutt is a financial advisor based in Dallas, Texas, working with Eagle Strategies LLC. Connor has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Flower Mound High School, Blinn College, Texas A&M University, Texas A&M Hotel & Conference Center, Hawaiian Falls, Flower Mound Pumpkin Patch, Salerno's, Black Walnut Cafe, Briarcrest Golf Course, Favor, College Depot, Miramont Country Club, The San Luis Resort, Eagle Strategies LLC, and Maus And Associates. Connor has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Connor is part of Eagle Strategies LLC, which operates out of Dallas, Texas. 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

Series 66, Series 63

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

Office Location

2711 Hibernia St
Dallas, TX 75204

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

TX Average: 88
Total Number of Accounts

95,287

TX Average: 3,892
Average Account Size

$213,647

TX Average: $1,917,921

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

Connor Nutt Work History

2024 - Present (0 year)

Maus And Associates

2023 - Present (1 year)

Eagle Strategies LLC

2020 - Present (4 years)

Nylife Securities LLC

2019 - Present (5 years)

New York Life Insurance Company

2018 - 2019 (1 year)

Texas A&M Hotel & Conference Center

2018 - 2018 (< 1 year)

The San Luis Resort

2017 - 2017 (< 1 year)

Favor

2017 - 2018 (1 year)

Miramont Country Club

2016 - 2019 (3 years)

Texas A&M University

2016 - 2016 (< 1 year)

Briarcrest Golf Course

2016 - 2017 (1 year)

College Depot

2015 - 2016 (1 year)

Blinn College

2015 - 2015 (< 1 year)

Black Walnut Cafe

2014 - 2014 (< 1 year)

Hawaiian Falls

2014 - 2015 (1 year)

Salerno'S

2013 - 2015 (2 years)

Flower Mound Pumpkin Patch

2011 - 2015 (4 years)

Flower Mound High School

Disclosures

Please visit the SEC profile of Connor Nutt 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

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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