Daniel Capurso
Daniel Capurso is a registered investment advisor at Eagle Strategies LLC, based in Melville, NY, with 20 years of industry experience. Daniel 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
520 Broadhollow Road, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Daniel brokers non-registered insurance products with outside carriers and operates under the DBA name of Premier Asset Solutions Inc. for selling New York Life products. He also offers notary services and is a shareholder in NYLARC Holsing Comany, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations10 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.