Zuzana Ambrova
Zuzana Ambrova is a registered investment advisor at Eagle Strategies LLC, based in Matthews, NC, with 16 years of industry experience. Zuzana 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
10590 Independence Pointe Pkwy, Suite 100, Matthews, NC, 28105
Get directionsHistory
Regulatory History (1)
Financial
January 2021Other Business ActivitiesSells Insurance
Zuzana operates under the DBA name of Parker Financial Group, LLC, servicing insurance and financial product clients since 2015. This activity is investment-related.
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
State Registrations18 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.