Susan Crannell
Susan Crannell is a registered investment advisor at Eagle Strategies LLC, based in Albany, NY, with 11 years of industry experience. Susan 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
5 Washington Square, First Floor, Albany, NY, 12205
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is listed as an insurance broker offering non-New York Life products, focusing on life and health insurance, since October 2023. However, she states that the insurance broker application was an accident and she does not intend to renew it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations22 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.