Steven Morgan
Steven Morgan is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 31 years of industry experience. Steven 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
2999 Douglas Blvd, Suite 350, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2021Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Steven is appointed with various outside insurance companies to broker non-registered insurance products since 2003. This activity takes a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
Asb Financial ServicesBroker
Dean Witter Reynolds INC.Broker
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.