MP
MP

Michael Polito

18 Years of Experience
Dedham, MA
2 DisclosuresBrokerSells Insurance

Michael Polito is a registered investment advisor at Eagle Strategies LLC, based in Dedham, MA, with 18 years of industry experience. Michael 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.
Loading...

Location

437 High Street, Dedham, MA, 02026-2555

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2025
Settled
Customer Dispute
December 2014
Settled
Other Business ActivitiesSells Insurance

Michael works as an insurance broker with outside carriers since 2011, and also operates under the DBA name of Polito Financial and Insurance, selling New York Life products and brokering insurance products. He also serves as a board member for the Town of Dedham Board of Assessors and the Norfolk Golf Club, dedicating a few hours per week to each.

Employment History
Current Registrations
Eagle Strategies LLC
April 2019 - Present · 7 yrs 1 mo
Nylife Securities LLCBroker
December 2007 - Present · 18 yrs 5 mos
State Registrations13 states
CACTFLMANHNJNMNYPARISCTXVT
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.
Michael Polito - Financial Advisor | TrueAdvisor