Christopher Alderson
Christopher Alderson is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Williamsville, NY, with 22 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
6700 Main Street, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an officer at Alderson & Gersitz Agency, Inc and works as an insurance broker appointed with outside carriers, dedicating a few hours per week to each. He also operates under the DBA name of ROI Financial Group to sell New York Life products and services and brokers non-registered insurance products, and has a property/casualty license.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Ws Griffith Securities, INC.Broker
State Registrations31 states
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