Shant Tashjian
Shant Tashjian is a registered investment advisor at Eagle Strategies LLC, based in White Plains, NY, with 29 years of industry experience. Shant 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
44 South Broadway, White Plains, NY, 10601
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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 ActivitiesSells Insurance
Shant has a health insurance account with a long-standing relationship, dedicating minimal time to it. Shant also works as an independent contractor/arbitrator for FINRA Dispute Resolution Services, spending a few hours per week resolving securities and employment disputes.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Contemporary Financial Solutions, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Linsco/private Ledger CORP.Broker
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.