Timothy
Batanian

Eagle Strategies LLC

CRD#2202669
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Timothy Batanian is a financial advisor based in Gig Harbor, Washington, working with Eagle Strategies LLC. Timothy has previously held positions at New York Life Insurance Company, Nylife Securities Inc, Eagle Strategies LLC, Batanian Family, LLC, and Batanian Financial Group. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Timothy is part of Eagle Strategies LLC, which operates out of Gig Harbor, Washington. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

5403 Olympic Drive Nw Suite 101
Gig Harbor, WA 98335

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

WA Average: 88
Total Number of Accounts

95,287

WA Average: 3,892
Average Account Size

$213,647

WA Average: $1,917,921

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

Timothy Batanian Work History

2013 - Present (11 years)

Batanian Family, LLC

2013 - Present (11 years)

Batanian Financial Group

2012 - Present (12 years)

Eagle Strategies LLC

1991 - Present (33 years)

New York Life Insurance Company

1991 - Present (33 years)

Nylife Securities Inc

Disclosures

Please visit the SEC profile of Timothy Batanian 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

David Anderson
Frisco, TX
Jon Rusten
Woodbury, MN
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Rebecca Wolff
Bellevue, WA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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