Eagle Strategies LLC

Investment Advisor
in South Burlington, VT

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About this Advisor

Benjamin Hadley is a chartered financial consultant working in South Burlington, Vermont who has 16 years of relevant experience. Hadley currently works for Eagle Strategies LLC. Throughout their career, they have worked at Hadley Financial Group, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Retirement Income Strategies. Hadley holds a Series 63 license, qualifying them as a securities broker, and is approved to work in Ohio and Vermont. Eagle Strategies LLC is a business operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It manages $17 billion in total assets between its 87,580 accounts, making it one of the largest firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% belong to high-net-worth clients who have more than $1 million in assets. Eagle Strategies LLC offers 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. Financial advisory fee schedules usually vary depending on which service is offered. However, fees billed by Eagle Strategies LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

16 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

Office Location

56 West Twin Oaks Terrace Suite 1
South Burlington, VT 05403

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


VT Average: 88
Total Number of Accounts


VT Average: 3,892
Average Account Size


VT Average: $1,917,921

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

Benjamin Hadley Work History

Benjamin has been registered as a financial advisor for 16 years.*

2013 - Present (11 years)

Retirement Income Strategies

2007 - Present (17 years)

Eagle Strategies LLC

2001 - Present (23 years)

Hadley Financial Group

1998 - Present (26 years)

New York Life Insurance Company

1998 - Present (26 years)

Nylife Securities LLC

*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.


Please visit the SEC profile of Benjamin Hadley 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

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Kristen Han
Bayside, NY
Walter Lawrence
Monroe, LA
Kyoung Lee
Fairfax, VA
Joshua Mccarthy
Buffalo, NY
Justin Lindahl
Madison, CT
Jaclyn Magbitang
San Mateo, 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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