Eagle Strategies LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Eagle Strategies LLC Brokerage Details
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
New Moon Cafe
Ecobean & Greens
City Market & Onion River Co-Op
Costello'S Market & Deli
Streit Council For A Union Of Democracies
Near East Foundation
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.
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.
Financial Advisors at Eagle Strategies LLC
San Mateo, CA
Thousand Oaks, CA
San Jose, 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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.