Erik
Engh
Eagle Strategies LLC
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About this Advisor
Erik Engh is a financial advisor operating in Austin, Texas, with 6 years of relevant experience. Engh works at Eagle Strategies LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Insurance Company, Towne Park, Texas State University, Eagle Strategies LLC and Cadence Wealth Management LLC. Engh maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Texas. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in assets among its 87,580 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth investors who have at least $1 million in assets available to invest. Eagle Strategies LLC performs 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. Fees for financial management usually are based on the services offered. However, fees billed by Eagle Strategies LLC may include any combination of 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
Erik Engh Work History
Erik has been registered as a financial advisor for 6 years.*
Cadence Wealth Management LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
Texas State University
Towne Park
*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 Erik Engh 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
Mansfield, TX
Lynchburg, VA
New York, NY
Saint Louis, MO
Auburn, CA
Johnston, RI
Matthews, NC
Arcadia, CA
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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