Steven Cook
Steven Cook is a registered investment advisor at Eagle Strategies LLC, based in Saint Louis, MO, with 25 years of industry experience. Steven 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
4614 Mackline Ave, Saint Louis, MO, 63109
Get directionsHistory
Regulatory History (1)
Criminal
February 1992Other Business Activities
Steven is the owner/president of SMC Ventures LLC (DBA The Tavern @ Clifton Heights) since 2018 and managing partner of Stan-Ad Ventures LLC (DBA KT's Saloon) since 2020, both bars. He also works as a notary public since 2022, dedicating minimal time to it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations21 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.