Michael
Scovel

Eagle Strategies LLC

CRD#2516467
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Scovel is a chartered financial consultant based out of Dallas, Texas, who has been in the industry for 24 years. Scovel is on the advisory team at Eagle Strategies LLC. Throughout their career, they have worked at New York Life Insurance Company, Nylife Securities and Nylife Securities LLC. Scovel holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Texas. Eagle Strategies LLC is a registered investment business that has its headquarters in Dallas, Texas. The firm has offices in 791 locations and a total of 1,913 advisors. It administers $8 billion in assets under management between its 41,236 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 41 charities and foundations. Of its 41,236 client accounts, 22% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a diverse range 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 largely are based on which service is provided. However, fee types billed by Eagle Strategies LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

24 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 Drive Suite 1000
Dallas, TX 75251

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

TX Average: 88
Total Number of Accounts

41,236

TX Average: 3,892
Average Account Size

$197,532

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

Michael Scovel Work History

Michael has 24 years of experience.

2010 - Present (9 years)

New York Life Insurance Company

2010 - Present (9 years)

Nylife Securities LLC

2009 - 2010 (1 years)

New York Life Insurance Company

2005 - 2009 (4 years)

New York Life Insurance Company

1994 - 2010 (16 years)

Nylife Securities

Disclosures

Michael Scovel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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