Daniel Maher
Daniel Maher is a registered investment advisor at Eagle Strategies LLC, based in Waltham, MA, with 25 years of industry experience. Daniel 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
201 Jones Road, 5th Floor, Waltham, MA, 02451
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2018Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Daniel works as an insurance broker, appointed with outside carriers to broker non-registered insurance products through The Marcus Agency since 2018. This requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.Broker
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.