Stacy Hoffman
Stacy Hoffman is a registered investment advisor at Eagle Strategies LLC, based in Old Bridge, NJ, with 34 years of industry experience. Stacy 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
79 Browning Terrace, Old Bridge, NJ, 08857
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1999Customer Dispute
June 1995Other Business Activities
Stacy is a distributor and health coach for Isagenix, a health and wellness company. She dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Essex National Securities, INC.Broker
First Albany CorporationBroker
Dime Securities of Ny, INC.Broker
Invest Financial CorporationBroker
State Registrations2 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.