Dmitriy Khalilov
Dmitriy Khalilov is a registered investment advisor at Eagle Strategies LLC, based in Towaco, NJ, with 21 years of industry experience. Dmitriy 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
Towaco, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2016Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Dmitriy works as an insurance broker, selling insurance products outside of New York Life Insurance, dedicating about 10-20% of his time to this activity. He also operates under the DBA name of Karakoyunlu Solutions, LLC for brokering non-registered insurance products since 2010.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations2 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.