Reie Levi is a registered investment advisor at Eagle Strategies LLC, based in Brooklyn, NY, with 9 years of industry experience. Reie 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
1601 Kings Highway,, Floor 2, Brooklyn, NY, 11229
Get directionsHistory
Regulatory History (1)
Financial
October 2023Other Business Activities
Reie owns rental property and collects rent. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.Broker
Nylife Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations14 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.