Clinton
Stosich
Eagle Strategies LLC
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About this Advisor
Clinton Stosich is a financial advisor based in South Jordan, Utah, working with Eagle Strategies LLC. Clinton has previously held positions at Value Real Estate, Corporate Technology Group, Utah State University, New York Life Insurance Company, Nylife Securities LLC, Self, Ethington Financial Group, and Eagle Strategies LLC. Clinton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Clinton is part of Eagle Strategies LLC, which operates out of South Jordan, Utah. The firm has 864 offices and 2,804 employees. Eagle Strategies LLC manages assets totaling $25.4 billion and serves both charitable organizations and high-net-worth clients. The firm offers 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. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$25,395,380,570
2,804
111,361
$228,046
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
Clinton Stosich Work History
Eagle Strategies LLC
Ethington Financial Group
New York Life Insurance Company
Nylife Securities LLC
Self
Corporate Technology Group
Utah State University
Value Real Estate
Disclosures
Please visit the SEC profile of Clinton Stosich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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