John O'brien is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 30 years of industry experience. John 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 Avenue, 12th Floor, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a member of The Misfit Toys, a band that performs at various events, since March 2018. This activity, which is not investment-related, takes a few hours per week and occurs outside of normal business hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Distributors LLC
Nylife Distributors LLCBroker
Previous Registrations
Nylife Securities INC.Broker
Nylife Securities INC.Broker
State Registrations10 states
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