Mary
Capparuccini
Eagle Strategies LLC
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About this Advisor
Mary Capparuccini is a financial advisor based out of South Burlington, Vermont. Capparuccini is on the advisory team at Eagle Strategies LLC. During their career, the advisor has held roles at New York Life, Spherion, New Moon Cafe, Ecobean & Greens, City Market & Onion River Co-Op, Costello'S Market & Deli, Hannafords Supermarkets, Streit Council For A Union Of Democracies, Homemaker, Syracuse University, Near East Foundation, Moynihan Institute For Global Affairs, National Security Studies Program, The Friendly Toast, Nylife Securities LLC, Hadley Financial Group and Eagle Strategies LLC. Capparuccini holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Vermont. Eagle Strategies LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 people on staff. It has $17 billion in assets under management between its 87,580 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a number 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 advisory services depend on the type of financial services. Fee types charged by Eagle Strategies LLC likely consist 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
Mary Capparuccini Work History
Mary has been registered as a financial advisor for 0 years.*
Hadley Financial Group
Eagle Strategies LLC
Nylife Securities LLC
New York Life
The Friendly Toast
Spherion
New Moon Cafe
Ecobean & Greens
City Market & Onion River Co-Op
Costello'S Market & Deli
Hannafords Supermarkets
Streit Council For A Union Of Democracies
Homemaker
Near East Foundation
Syracuse University
Moynihan Institute For Global Affairs
National Security Studies Program
*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 Mary Capparuccini 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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