Arin Moradian
Arin Moradian is a registered investment advisor at Eagle Strategies LLC, based in Glendale, CA, with 12 years of industry experience. Arin 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
801 N Brand Blvd, 14th Floor, Glendale, CA, 91203
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Regulatory History (1)
Regulatory
April 2013Other Business ActivitiesSells Insurance
Arin works as an independent contractor brokering non-registered insurance products and property and casualty products, spending about 10-20% of his time on the former and about half his time on the latter. Arin also rents out a condo, dedicating minimal time to this activity, and operates under the DBA name of Blue Cedar Financial and Insurance Solutions to sell New York Life products and services.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations7 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.