Timothy Leahy
Timothy Leahy is a registered investment advisor at Eagle Strategies LLC, based in West Newbury, MA, with 27 years of industry experience. Timothy 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
291 Main Street, West Newbury, MA, 01985
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Timothy brokers insurance products through Barry Financial and Third/3rd Financial Partners, LLC. He is appointed with various companies to sell non-New York Life (NYL) products and operates under the DBA name of Third/3rd Financial Partners, LLC for selling NYL products and services as well as brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.