Sidney Phillips
Sidney Phillips is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Norfolk, VA, with 42 years of industry experience. Sidney 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
130 W Olney Road, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sidney is an insurance broker appointed with various outside insurance companies since 2004. He is also the President of Dominion Financial Partners, LLC, providing advisor services and selling related products, including those offered by New York Life Insurance Company and brokering non-registered products, and owns rental property and is a board member of a community trust, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Jefferson-Pilot Investor Services, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Nylife Securities INC.Broker
State Registrations21 states
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