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Farhod Sultonov

9 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Farhod Sultonov is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 9 years of industry experience. Farhod 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

One World Trade Center, 285 Fulton Street 39th Fl, New York, NY, 10007-0166

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History

Regulatory History (1)
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Customer Dispute
April 2022
Denied
Other Business ActivitiesSells Insurance

Farhod operates under the DBA name of Oxus Wealth Strategies, LLC to sell New York Life products and services, and is also involved in insurance brokering with outside carriers. He also owns Cactuz Podcast, where he interviews guests; this takes minimal time.

Employment History
Current Registrations
Eagle Strategies LLC
June 2024 - Present · 2 yrs 3 mos
Nylife Securities LLC
March 2017 - Present · 9 yrs 6 mos
Nylife Securities LLCBroker
March 2017 - Present · 9 yrs 6 mos
State Registrations14 states
CAFLGAILMONCNJNYOHPATXVAWAWI
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.