Thomas
Mathas
Eagle Strategies LLC
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About this Advisor
Thomas Mathas is a financial advisor working in Norfolk, Virginia with a total of 12 years of relevant experience. Mathas works at Eagle Strategies LLC. The advisor has gained experience at New York Life Insurance Company, Mathas Financial Group LLC and Eagle Strategies LLC. Mathas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Virginia. Eagle Strategies LLC is a firm headquartered in New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in assets under management between its 87,580 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 175 charities and foundations. Of its 87,580 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC offers 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. A financial advisor's fees largely vary depending on the services provided. Fees billed by Eagle Strategies LLC can 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
Thomas Mathas Work History
Thomas has been registered as a financial advisor for 12 years.*
Eagle Strategies LLC
Mathas Financial Group LLC
New York 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 Thomas Mathas 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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