Christopher Tucciariello
Christopher Tucciariello is a registered investment advisor at Eagle Strategies LLC, based in New Windsor, NY, with 24 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
460 Temple Hill Rd, New Windsor, NY, 12553
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2024Customer Dispute
August 2018Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Christopher is appointed with outside insurance carriers and operates under the DBA name of T&B Wealth Strategies to sell New York Life products and broker non-registered insurance products. He also owns rental property and is an investor in NYLARC Holding Company, Inc., dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
State Registrations20 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.