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Daniel Hankinson

5 Years of Experience
Saddle Brook, NJ
1 DisclosureBrokerSells Insurance

Daniel Hankinson is a registered investment advisor at Eagle Strategies LLC, based in Saddle Brook, NJ, with 5 years of industry experience. Daniel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

250 Pehle Avenue, Suite 900, Saddle Brook, NJ, 07663

Get directions

History

Regulatory History (1)
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Financial
June 2022
Final
Other Business ActivitiesSells Insurance

Daniel works as an insurance broker with outside carriers and Northeast Planning Group, dedicating minimal time to this activity. He also serves as a director for the West Milford Chamber of Commerce, works as a product tester for Experis-Meta about half his time, and volunteers as a travel basketball head coach.

Employment History
Current Registrations
Eagle Strategies LLC
November 2023 - Present · 2 yrs 6 mos
Nylife Securities LLC
August 2020 - Present · 5 yrs 9 mos
Nylife Securities LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Bear, Stearns & CO. INC.Broker
February 2008 - June 2008 · 4 mos
State Registrations9 states
CACTFLGANCNJNYRIVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.