Michelle Harlan
Michelle Harlan is a registered investment advisor at Eagle Strategies LLC, based in Saddle Brook, NJ, with 5 years of industry experience. Michelle 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
250 Pehle Avenue, 9th Floor Plaza 2, Suite 900, Saddle Brook, NJ, 07663
Get directionsHistory
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
Michelle coaches for the Timothy Christian School Athletics Department, dedicating about a quarter of her time. She also engages in non-variable insurance activities with Massachusetts Mutual Life Insurance Company, LegalShield, and FNA Insurance Services Inc, spending minimal time on each. Finally, she is associated with Harlan Financial Services LLC, which is a DBA for her LPL business.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 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.