Phillip Mabey
Phillip Mabey is a registered investment advisor at Eagle Strategies LLC, based in Latham, NY, with 11 years of industry experience. Phillip 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
26 Century Hill Drive, Suite 301, Latham, NY, 12110
Get directionsHistory
Regulatory History (1)
Criminal
February 2007Other Business ActivitiesSells Insurance
Phillip is appointed with outside insurance carriers to broker non-registered insurance products and operates under the DBA Northway Financial Group LLC to sell New York Life products and broker non-registered insurance products. He is also a board member for Eastern NY Society of FSP and Tri-Village Little League, and owns MMJ9615 LLC, a holding company for rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.