Brendan Geggatt
Brendan Geggatt is a registered investment advisor at Eagle Strategies LLC, based in Mashpee, MA, with 15 years of industry experience. Brendan 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
22 Steeple St, Suite 2041, Mashpee, MA, 02649
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
Brendan is an insurance broker appointed with outside carriers and operates under the DBA name of Orchard Financial Strategies & Insurance Services, selling New York Life products and brokering non-registered insurance products. He also co-hosts an Airbnb rental property with his wife and is a board member for Networking Group USA, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.