Javier
Perez-Giz
Eagle Strategies LLC
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About this Advisor
Javier Perez-Giz is a financial advisor operating in Haymarket, Virginia with a total of 6 years of relevant experience. Perez-Giz is on the advisory team at Eagle Strategies LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Matthew Ferrara, Scott Marschall, Nylife Securities LLC, New York Life Insurance Co, Rosenthal Wealth Management, Eagle Strategies LLC, Uber Technologies and Barrel Oak Winery. Perez-Giz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Eagle Strategies LLC is a financial advisory firm based in New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in total assets across its 87,580 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 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company has 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 charged by financial advisors usually depend on the type of financial services provided. However, fees charged by Eagle Strategies LLC most 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
Javier Perez-Giz Work History
Javier has been registered as a financial advisor for 6 years.*
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Co
Barrel Oak Winery
Uber Technologies
Scott Marschall
Rosenthal Wealth Management
Northwestern Mutual Investment Services, LLC
Scott Marschall
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Matthew Ferrara
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual 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 Javier Perez-Giz 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
Overland Park, KS
Bayside, NY
Thousand Oaks, CA
Conrad, MT
Matthews, NC
Lincoln, NE
San Jose, CA
Chicago, IL
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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