James Moriarty
James Moriarty is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Woburn, MA, with 22 years of industry experience. James 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
James P Moriarty Cpa LLC, 400 Tradecenter Drive Suite 5900, Woburn, MA, 01801
Get directionsHistory
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
James is an insurance broker for outside insurance carriers since 2022, dedicating a few hours per week. He also owns James P. Moriarty, CPA, LLC, providing tax and accounting services, which takes nearly full-time hours. James also operates under the DBA name of Fairway Group, LLC for the purpose of selling New York Life products and services as well as brokering non-registered insurance products since 2024.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Alpha Pension Group, INC.
State Registrations15 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.