Sandra Narvaez is a registered investment advisor at Eagle Strategies LLC, based in Maitland, FL, with 30 years of industry experience. Sandra 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
495 North Keller Road, Suite 150, Maitland, FL, 32751
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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
Sandra is a notary public, dedicating minimal time to this activity. Sandra also owns rental property and collects rent, but spends no time on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
AXA Advisors, LLC
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.