Anthony
Erland

Eagle Strategies LLC

CRD#1111912
Investment Advisor
in Seattle, WA
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About this Advisor

Anthony Erland is a financial advisor whose office is in Seattle, Washington. Currently an advisor with Eagle Strategies LLC, Erland has 15 years of practice as a registered investment advisor. Erland holds a Series 63 license, which qualifies them as a securities broker. Erland is able to act as a financial advisor in Washington. During their career, the advisor has held roles at New York Life Insurance, Nylife Securities Inc and Eagle Strategies LLC. Eagle Strategies LLC is based out of Seattle, Washington, and has 791 other locations in the country. In total, Eagle Strategies LLC manages $8 billion in assets across 41,236 accounts and employs more than 1,913 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. Currently 22% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Eagle Strategies LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

500 Yale Avenue North Suite 400
Seattle, WA 98109

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

WA Average: $7,464,549,021
Total Number of Employees

1,965

WA Average: 88
Total Number of Accounts

50,776

WA Average: 3,892
Average Account Size

$168,310

WA Average: $1,917,921

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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

Anthony Erland Work History

Anthony has 15 years of experience.

2015 - Present (4 years)

Eagle Strategies LLC

2004 - Present (15 years)

Nylife Securities Inc

2003 - Present (16 years)

New York Life Insurance

Disclosures

Anthony Erland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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