Paul
Crookston
Eagle Strategies LLC
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About this Advisor
Paul Crookston is a financial advisor working in Kaysville, Utah. Crookston is an advisor for Eagle Strategies LLC. Over the course of their career, Crookston has held roles at New York Life Insurance Company, Nylife Securities Inc and Eagale Strategies LLC. Crookston holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Utah. Eagle Strategies LLC is a financial advisory company based out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets under management between its 87,580 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. 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 charged by financial advisors typically are based on the type of financial services. However, fee types billed by Eagle Strategies LLC likely include some blend 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
Paul Crookston Work History
Paul has been registered as a financial advisor for 0 years.*
Eagale Strategies LLC
Nylife Securities Inc
New York Life Insurance Company
*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 Paul Crookston 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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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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