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Anthony Mangano

16 Years of Experience
Columbiana, OH
BrokerSells Insurance

Anthony Mangano is a registered investment advisor at Eagle Strategies LLC, based in Columbiana, OH, with 16 years of industry experience. Anthony 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

225 E. State Route 14, Suite 103, Columbiana, OH, 44408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony brokers non-New York Life fixed products and earns commissions. He has been doing this since 2013.

Employment History
Current Registrations
Eagle Strategies LLC
February 2013 - Present · 13 yrs 3 mos
Nylife Securities LLCBroker
February 2010 - Present · 16 yrs 3 mos
State Registrations13 states
AKCACOFLGAMDMINCNVOHPASCTX
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.