Broderick Young
Broderick Young is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Columbia, MD, with 26 years of industry experience. Broderick 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
Columbia, MD
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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
Broderick owns B. Young Consulting LLC and rental property. He also works as an insurance broker and sells New York Life products and services under the DBA names Reveal Wealth and Crystal Clear Financial Group, LLC, and is a shareholder in NYLARC Holdings Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Nylife Distributors LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Allstate Financial Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations32 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.