Anthony Sablan
Anthony Sablan is a registered investment advisor at Eagle Strategies LLC, based in Bellevue, WA, with 13 years of industry experience. Anthony 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
Bellevue, WA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2019Other Business ActivitiesSells Insurance
Anthony works as an insurance broker and operates under the DBA names of Ultimate Wealth Strategies LLC and Capital Edge Insurance & Financial Services, Inc. for selling New York Life products and brokering non-registered insurance products. He also works as an independent contractor reviewing construction costs, serves as a board member for a youth foundation, coaches martial arts, and owns a business that interviews people about their life journeys.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations18 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.