Gerald Scheinman
Gerald Scheinman is a registered investment advisor at Eagle Strategies LLC, based in Bethesda, MD, with 9 years of industry experience. Gerald 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
6901 Rockledge Drive, Suite 710, Bethesda, MD, 20817
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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
Gerald is a passive investor in Capo LLC, an Italian deli, since 2021. He also operates under the DBA name of Bluepoint Financial, LLC for selling New York Life products and services, and works as an insurance broker selling disability and life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Alcyone Capital Management, LLC
State Registrations9 states
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