Bradley Burton
Bradley Burton is a registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 24 years of industry experience. Bradley 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
8075 Leesburg Pike, Suite 400, Vienna, VA, 22182
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Criminal
June 1999Other Business ActivitiesSells Insurance
Bradley operates under the DBA 'Avenue Wealth' to sell New York Life products and broker non-registered insurance products. He also owns rental properties and has ownership stakes in several LLCs, including one formed to purchase other NYL books of business, and is a shareholder in NYLARC Holding Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
State Registrations42 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.