BH
BH

Bruce Honicky

17 Years of Experience
New York, NY
Broker

Bruce Honicky is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 17 years of industry experience. Bruce 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

51 Madison Avenue, New York, NY, 10010

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Eagle Strategies LLC
December 2023 - Present · 2 yrs 5 mos
Nylife Securities LLC
November 2022 - Present · 3 yrs 6 mos
Nylife Securities LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Integras Partners, LLC
January 2021 - February 2022 · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
August 2020 - December 2020 · 4 mos
Oppenheimer & CO. INC.Broker
May 2001 - March 2005 · 3 yrs 10 mos
Gruntal & CO., L.L.C.Broker
February 1999 - April 2001 · 2 yrs 2 mos
Royal Alliance Associates, INC.Broker
August 1992 - January 1999 · 6 yrs 5 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bruce Honicky - Financial Advisor | TrueAdvisor