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Sean Hall is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 19 years of industry experience. Sean 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
51 Madison Avenue, 12th Floor, New York, NY, 10010
Get directionsHistory
Regulatory History (1)
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Criminal
June 2005Final Disposition
Employment History
Current Registrations
Eagle Strategies LLC
October 2010 - Present · 15 yrs 7 mos
Nylife Distributors LLC
December 2006 - Present · 19 yrs 5 mos
Nylife Distributors LLCBroker
December 2006 - Present · 19 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.