Gwendolyn Tibbals
Gwendolyn Tibbals is a registered investment advisor at Eagle Strategies LLC, based in Poughkeepsie, NY, with 43 years of industry experience. Gwendolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Poughkeepsie, NY
Get directionsHistory
Regulatory History (15)
Judgment / Lien
October 2024Judgment / Lien
June 2013Judgment / Lien
June 2010Judgment / Lien
May 2005Judgment / Lien
December 1999Judgment / Lien
June 1998Judgment / Lien
March 1998Judgment / Lien
June 1993Judgment / Lien
September 1992Judgment / Lien
January 1991Judgment / Lien
August 1990Judgment / Lien
March 1990Judgment / Lien
May 1989Judgment / Lien
October 1987Judgment / Lien
August 1987Other Business ActivitiesSells Insurance
Gwendolyn is involved in several outside business activities, including working with Convention of States, serving on boards for a music institute and charter school, and participating in a local organization. She also works as an insurance broker and sells New York Life products, dedicating a significant portion of her time to these investment-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.