Michael Dwyer
Michael Dwyer is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 17 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
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
One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY, 10007
Get directionsHistory
Regulatory History (1)
Criminal
November 2002Other Business Activities
Michael is a board member of the Harbor Green Shore Club, his local community club, since April 2023. He dedicates minimal time to this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Legend Securities, INC.Broker
American Capital Partners, LLCBroker
State Registrations3 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.