Scott Salisbury
Scott Salisbury is a registered investment advisor at Eagle Strategies LLC, based in Mint Hill, NC, with 35 years of industry experience. Scott 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
7900 Matthews-Mint Hill Road, Suite 115, Mint Hill, NC, 28227
Get directionsHistory
Regulatory History (1)
Regulatory
September 1994Other Business ActivitiesSells Insurance
Scott operates under the DBA name of SWS Financial Group, Inc. to sell New York Life products and broker non-registered insurance products. He is also a board member for the Mint Hill Chamber of Commerce and appointed with outside insurance carriers for brokering non-registered insurance products, dedicating a few hours per week to this.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Fahnestock & CO., INC.Broker
Reich & CO., INC.Broker
Reich & CO., INC.Broker
Princeton Securities CorporationBroker
Graystone Nash, INC.Broker
Thomas James Associates, 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.