Patrick
Allen
Eagle Strategies LLC
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About this Advisor
Patrick Allen is a financial advisor who works out of Vienna, Virginia with a total of 1 year of industry experience. Allen is on the advisory team at Eagle Strategies LLC. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Bb&T Investment Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Capital One Investing, Charles Schwab & Co., Inc, Charles Schwab Bank, Purshe Kaplan Sterling Investments, Eagle Strategies LLC, Adventus Veritas LLC, New York Life Insurance Co and Nylife Securities LLC. Allen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Maryland and Virginia. Eagle Strategies LLC is an advisory firm based out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It administers $17 billion in assets between its 87,580 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides 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 advice typically are based on which services the firm provides the client. Fee types charged by Eagle Strategies LLC may include some blend 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
Patrick Allen Work History
Patrick has been registered as a financial advisor for 1 years.*
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Purshe Kaplan Sterling Investments
Adventus Veritas LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Capital One Investing
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bb&T Investment Services Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Patrick Allen 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
Tacoma, WA
Thousand Oaks, CA
Madison, CT
Chicago, IL
Matthews, NC
Monroe, LA
Lincoln, NE
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 profile-compliance@smartasset.com.
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