Daniel
Webb
Eagle Strategies LLC
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About this Advisor
Daniel Webb is a financial advisor who works in Roanoke, Virginia. Webb is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Bob Goodlatte For Congress, Senate Of Virginia, Webb Strategies, LLC, Nylife Securities LLC, New York Life Insurance Co and Eagle Strategies LLC. Webb maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Eagle Strategies LLC is an advisory company headquartered in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It oversees $17 billion in assets under management across its 87,580 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides a broad set 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. A financial advisor's fee schedules largely depend on the services provided. However, fee types billed by Eagle Strategies LLC likely include 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
Daniel Webb Work History
Daniel has been registered as a financial advisor for 0 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Webb Strategies, LLC
Senate Of Virginia
Bob Goodlatte For Congress
*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 Daniel Webb 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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