Sanjeev Segan
Sanjeev Segan is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, with 17 years of industry experience. Sanjeev 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
379 Thornall Street, Fl. 8, Edison, NJ, 08823
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Sanjeev works as an independent contractor brokering non-registered insurance products with outside carriers since 2015. This activity takes about 10-20% of his time and is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 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.