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John Scheidegger

24 Years of Experience
Latham, NY
1 DisclosureBrokerSells Insurance

John Scheidegger is a registered investment advisor at Eagle Strategies LLC, based in Latham, NY, with 24 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

26 Century Hill Drive, Suite 301, Latham, NY, 12110

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History

Regulatory History (1)
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Criminal
October 1998
Final Disposition
Other Business ActivitiesSells Insurance

John is an insurance broker for non-registered insurance products through Wealth Strategies Group and owns two rental properties. He spends a few hours per week on each rental property.

Employment History
Current Registrations
Eagle Strategies LLC
July 2014 - Present · 11 yrs 10 mos
Nylife Securities LLCBroker
April 2001 - Present · 25 yrs 1 mo
State Registrations20 states
AZCACTFLIDINMAMDNCNHNJNVNYOHRISCTNTXVTWA
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.