Joseph Auteri
Joseph Auteri is a registered investment advisor at Eagle Strategies LLC, based in Apollo Beach, FL, with 31 years of industry experience. Joseph 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
Apollo Beach, FL
Get directionsHistory
Regulatory History (7)
Financial
February 2021Financial
January 2021Financial
July 2020Financial
May 2020Financial
November 2019Judgment / Lien
November 2019Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Joseph is an insurance broker appointed with various carriers to broker non-registered insurance products and operates under the DBA name of Tradecraft Financial Group LLC for selling New York Life products and services. He also works as an adjunct professor at Drexel University Le Bow College of Business for about 10-20% of his time and is a director at Ramsey Educational Development Institute.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations18 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.