Alan Babbitt is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, with 13 years of industry experience. Alan 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
379 Thornall Street, 8th Floor, Edison, NJ, 08837
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan owns two dormant consulting businesses, Roth Services Group LLC (technology consulting) and Roth Consulting Group LLC (management consulting). He receives no compensation and spends no time on these ventures.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 states
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