Nicola Iannitelli is a registered investment advisor at Eagle Strategies LLC, based in Saddlebrook, NJ, with 26 years of industry experience. Nicola 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, Suite 900, Saddlebrook, NJ, 07663
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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.
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Nicola has a passive investment in Hanover Community Bank and owns two rental properties (DBM NJ Properties LLC and DBM Properties LLC). She spends minimal time on these activities, as property managers handle the day-to-day operations of the rental properties.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Nylife Distributors LLCBroker
State Registrations7 states
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