Nadeem Salem
Nadeem Salem is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Toledo, OH, with 33 years of industry experience. Nadeem 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
413 Washington Street, Toledo, OH, 43604
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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 ActivitiesSells Insurance
Nadeem brokers non-registered insurance products and sells New York Life products and services through Salem Financial Group. He also serves as an appointed director for the Toledo Lucas County Port Authority, is a shareholder in NYLARC Holding Company, and is involved with SFG Holdings, LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Walnut Street Securities, INC.
Savage and Associates, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations9 states
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