Quincy Freitas is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 29 years of industry experience. Quincy 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
51 Madison Ave, New York, NY, 10010
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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 LLCBroker
Nylife Securities LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Union Securities Financial Network, INC.Broker
Jwgenesis Financial Services, INC.Broker
Jwgenesis Securities, INC.Broker
Hampshire Securities CorporationBroker
Brenner Securities CorporationBroker
Smith Barney Shearson INC.Broker
State Registrations2 states
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