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Michael Braccia
28 Years of Experience
Edison, NJ
1 DisclosureBroker
Michael Braccia is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
379 Thornall Street, 8th Floor, Edison, NJ, 08837
Get directionsHistory
Regulatory History (1)
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Financial
December 2017Final
Employment History
Current Registrations
Eagle Strategies LLC
June 2023 - Present · 2 yrs 11 mos
Nylife Securities LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Alexander Capital Wealth Management LLC
May 2021 - December 2022 · 1 yr 7 mos
Alexander Capital, L.P.Broker
January 2017 - December 2022 · 5 yrs 11 mos
Legend Securities, INC.Broker
March 2008 - January 2017 · 8 yrs 10 mos
Gunnallen Financial, INC
July 2006 - March 2008 · 1 yr 8 mos
Gunnallen Financial, INCBroker
June 2004 - March 2008 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2002 - June 2004 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
October 2000 - September 2002 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
May 1997 - October 2000 · 3 yrs 5 mos
State Registrations5 states
FLNJNYPASC
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.