Scott Hurlbut
Scott Hurlbut is a registered investment advisor at Eagle Strategies LLC, based in Painted Post, NY, with 38 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
Painted Post, NY
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Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Scott brokers health and life insurance, dedicating a few hours per week to this activity. He also uses H&H Financial Group DBA for sales of products not offered by New York Life, spending a few hours per week. Additionally, Scott is a member of HSquared Partners, LLC, a commercial rental property, spending minimal time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.