Serge Tinovsky
Serge Tinovsky is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 32 years of industry experience. Serge 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
168 Canal Street, 4th Floor, New York, NY, 10013
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Serge works as an insurance broker, selling fixed life and health products, and term insurance. He is also a shareholder in NYLARC Holding Company, Inc., reinsuring life insurance, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 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.