Michael Testa
Michael Testa is a registered investment advisor at Eagle Strategies LLC, based in Saratoga Springs, NY, with 21 years of industry experience. Michael 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
110 Henry Street, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History (1)
Civil
March 2015Other Business ActivitiesSells Insurance
Michael works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating about 10-20% of his time. He also owns and manages multiple rental properties and is involved in real estate investment, including operating under the DBA name of Tailored Wealth Solutions LLC for selling New York Life products and services as well as brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.