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Meredith Moore

Eagle Strategies LLC
26 Years of Experience
Alpharetta, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Meredith Moore is a registered investment advisor at Eagle Strategies LLC, based in Alpharetta, GA, with 26 years of industry experience. Meredith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

1125 Cambridge Square, Suite C, Alpharetta, GA, 30009

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Closed-No Action
Customer Dispute
May 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Meredith is an insurance broker appointed with various insurance carriers since 2001 and operates under the DBA name of Artisan Financial Strategies, LLC, selling New York Life products and brokering non-registered insurance products. She also delivers practice management training and is involved in various investment committees and volunteer roles, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
May 2004 - Present · 22 yrs 5 mos
Nylife Securities LLCBroker
October 1999 - Present · 27 yrs
State Registrations28 states
AKALARCACOFLGAKYLAMAMDMEMIMSNCNENJNMNYOHOKPASCTNTXVAWAWY
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.
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