Nicole Pizzi
Nicole Pizzi is a registered investment advisor at Eagle Strategies LLC, based in Wayne, PA, with 12 years of industry experience. Nicole 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
595 E Swedesford Road, Suite 300, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Nicole is a member of Lionel 25 LLC, assisting with property-related payments for her family's pizza shop, dedicating minimal time. She also brokers non-registered insurance products and operates under the DBA name of Karalius & Associates Insurance and Financial Services, LLC for selling New York Life products and services.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 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.