SS
CFP · ChFC
SS
CFP · ChFC
Steven Shade
14 Years of Experience
Dallas, TX
3 DisclosuresBroker
Steven Shade is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 14 years of industry experience. Steven 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
Dallas, TX
Get directionsHistory
Regulatory History (3)
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Financial
December 2018Final
Financial
May 2018Final
Financial
April 2018Final
Employment History
Current Registrations
Eagle Strategies LLC
June 2025 - Present · 11 mos
Nylife Distributors LLC
March 2017 - Present · 9 yrs 2 mos
Nylife Distributors LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Nylife Securities LLCBroker
August 2015 - March 2017 · 1 yr 7 mos
J.P. Morgan Securities LLC
June 2013 - July 2015 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations4 states
LANDNYTX
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.