Susan Green is a registered investment advisor at Eagle Strategies LLC, based in Ft Pierce, FL, with 39 years of industry experience. Susan 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
Ft Pierce, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Independent Financial Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Shawmut Brokerage, INC.Broker
Fleet Brokerage Securities, INC.Broker
Union Trust Brokerage Services, INC.Broker
Dominick & Dominick, IncorporatedBroker
Dominick & Dominick, IncorporatedBroker
Ladenburg, Thalmann & CO., INC.Broker
Prudential-Bache Securities INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.