Mark
Stratton

Eagle Strategies LLC

CRD#5126182
Investment Advisor
in Dallas, TX
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About this Advisor

Mark Stratton is a certified financial planner working out of Dallas, Texas, who has been in the industry for 12 years. Stratton currently works for Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Insurance Co, Nylife Securties, Eagle Strategies LLC, The Stratton Group, Inc and Tsg Financial Strategies, LLC. Stratton holds a Series 63 license, designating them as a securities agent, and is registered to operate in Texas. Eagle Strategies LLC is a registered investment business headquartered in Dallas, Texas. The investment advisory business has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets under management among its 41,236 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 41 charitable organizations. Of its 41,236 accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers 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 advice largely are based on which services are provided. However, fee types charged by Eagle Strategies LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

12201 Merit Dr Ste1000
Dallas, TX 75251

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

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

1,965

TX Average: 88
Total Number of Accounts

50,776

TX Average: 3,892
Average Account Size

$168,310

TX 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

Mark Stratton Work History

Mark has 12 years of experience.

2017 - Present (2 years)

Tsg Financial Strategies, LLC

2013 - 2017 (4 years)

The Stratton Group, Inc

2011 - Present (8 years)

Eagle Strategies LLC

2006 - Present (13 years)

New York Life Insurance Co

2006 - Present (13 years)

Nylife Securties

Disclosures

Mark Stratton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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