Michael Gisonda
Michael Gisonda is a registered investment advisor at Eagle Strategies LLC, based in Boca Raton, FL, with 28 years of industry experience. Michael 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
2500 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Michael operates under the DBA names The Bridge Group, Inc. and Mahoney Financial Organization, LLC for selling New York Life products and services. He is also a shareholder and board member of NYLARC Holding Co. and a board member for The ARC of Palm Beach County.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Argus Securities, INC.Broker
First Colonial Securities Group, INC.Broker
W.J. Nolan & Company, INC.Broker
E. C. Capital, LTD.Broker
The Hamilton-Shea Group, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
The Boston GroupBroker
Robert M. Cohen & CO., INC.Broker
Royce Investment Group, INC.Broker
State Registrations31 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.