Madison
Robidart

Eagle Strategies LLC

CRD#7203286
Investment Advisor
in Gillette, WY

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About this Advisor

Madison Robidart is a financial advisor based in Gillette, Wyoming, working with Eagle Strategies LLC. Madison has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Starbucks, Red Robin, Dominos Pizza, Applebees, Campbell County Memorial Hospital, New York Life Insurance Company, and Eagle Strategies LLC. Madison has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wyoming. Currently, Madison is part of Eagle Strategies LLC, which operates out of Gillette, Wyoming. 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 65, Series 63

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

413 S Douglas Hwy
Gillette, WY 82716

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

WY Average: 88
Total Number of Accounts

95,287

WY Average: 3,892
Average Account Size

$213,647

WY 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

Madison Robidart Work History

2023 - Present (1 year)

Eagle Strategies LLC

2021 - Present (3 years)

New York Life Insurance Company

2021 - Present (3 years)

Nylife Securities LLC

2020 - 2020 (< 1 year)

Nylife Securities LLC

2020 - 2022 (2 years)

Campbell County Memorial Hospital

2019 - 2020 (1 year)

New York Life Insurance Co

2019 - 2019 (< 1 year)

Starbucks

2017 - 2019 (2 years)

Red Robin

2015 - 2017 (2 years)

Dominos Pizza

2014 - 2015 (1 year)

Applebees

Disclosures

Please visit the SEC profile of Madison Robidart 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

Arjun Srivastava
Scottsdale, AZ
Raymond Stellhorn-Tavera
Newport Beach, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
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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