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Brian Segel is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, with 37 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
379 Thornall St, Fl 8, Edison, NJ, 08837
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2020Settled
Employment History
Current Registrations
Eagle Strategies LLC
June 2025 - Present · 1 yr 3 mos
Nylife Securities LLCBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2023 - February 2024 · 6 mos
Cetera Investment Advisers LLC
August 2023 - February 2024 · 6 mos
Securian Financial Services, INC.Broker
September 2022 - August 2023 · 11 mos
Securian Financial Services, INC.
September 2022 - August 2023 · 11 mos
MML Investors Services, LLC
June 2021 - September 2022 · 1 yr 3 mos
MML Investors Services, LLCBroker
February 2020 - September 2022 · 2 yrs 7 mos
Eagle Strategies LLC
June 2012 - January 2020 · 7 yrs 7 mos
Nylife Securities LLCBroker
July 2011 - January 2020 · 8 yrs 6 mos
Metlife Securities INC.
March 2008 - June 2011 · 3 yrs 3 mos
Metlife Securities INC.Broker
February 2008 - June 2011 · 3 yrs 4 mos
Citigroup Global Markets INC.
May 2007 - March 2008 · 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2008 · 10 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
November 2002 - May 2007 · 4 yrs 6 mos
Quick & Reilly, INC.
September 2002 - November 2002 · 2 mos
Quick & Reilly, INC.Broker
March 2002 - November 2002 · 8 mos
A. G. Edwards & Sons, INC.Broker
January 1995 - April 2002 · 7 yrs 3 mos
Smith Barney INC.Broker
July 1993 - February 1995 · 1 yr 7 mos
Lehman Brothers INC.Broker
November 1988 - July 1993 · 4 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
June 1987 - August 1988 · 1 yr 2 mos
Nml Equity Services, INC.Broker
May 1987 - August 1988 · 1 yr 3 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.