Richard Pinkos
Richard Pinkos is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Chicopee, MA, with 42 years of industry experience. Richard 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
Chicopee, MA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Richard works as an insurance broker, dedicating a few hours per week to brokering non-registered insurance products. He also serves on the board of Pioneer Valley Christian School, is an officer for the Polish Center for Discovery and Learning, is a member of the Springfield Symphony Orchestra Development Committee, and presents lectures at the Springfield Museums.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
The Variable Annuity Marketing CompanyBroker
Security First Financial, INC.Broker
State Registrations7 states
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.