Christopher Careri
Christopher Careri is a registered investment advisor at Eagle Strategies LLC, based in Melville, NY, with 25 years of industry experience. Christopher 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
1660 Walt Whitman Road, Melville, NY, 11747-5002
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2022Other Business ActivitiesSells Insurance
Christopher is an insurance broker appointed with various insurance carriers to broker non-registered insurance products. He also operates under the DBA Premier Asset Solutions Inc. to sell New York Life products and services and broker 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.