Puneet Seth is a registered investment advisor at Eagle Strategies LLC, based in Alpharetta, GA, with 35 years of industry experience. Puneet 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
3655 Brookside Parkway, Suite 400, Alpharetta, GA, 30022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Puneet is involved in various real estate and investment activities, including owning residential rental properties, participating in Air BNB, and investing in platforms like Fundrise, Start Engine, AcreTrader, and Pacaso. Puneet also holds membership in Apushi Enterprises LLC and invests in Miso Robotics, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Mony Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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