Phillip Grandison
Phillip Grandison is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 19 years of industry experience. Phillip 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
1 World Trade Center, 285 Fulton Street, 39th Floor, New York, NY, 10007
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
Phillip owns Philip Grandison, Inc., a custom clothing company, dedicating about 10-20% of his time. He also works as an insurance broker, spending about a quarter of his time, including time during securities trading hours, on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
First Hudson Financial Group, INC.Broker
Vfinance Investments, INCBroker
Walnut Street Securities, INC.Broker
State Registrations3 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.