Matthew Neill is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 29 years of industry experience. Matthew 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
Matthew is involved in two outside business activities: managing rental property through A.A.G. Management LLC, and reselling NFL and special event tickets. These activities require minimal time commitment.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Distributors LLC
Nylife Distributors LLCBroker
Previous Registrations
New York Life Investment Management LLC
Quasar Distributors, LLCBroker
Evergreen Investment Services, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Nike Securities L.P.Broker
Kemper Financial Services, INC.Broker
State Registrations9 states
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