VN
CFP
VN
CFP

Vincent Nestorovski

3 Years of Experience
Jersey City, NJ
BrokerSells Insurance

Vincent Nestorovski is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Jersey City, NJ, with 3 years of industry experience. Vincent 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

367 First Street, Apt 3, Jersey City, NJ, 07302

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Vincent is involved in insurance brokering with outside carriers and is an investor in NYLARC Holding Company Inc. He also owns GG Construction LLC and operates under the DBA name of M&A Executive Benefit Insurance Solutions, LLC for selling New York Life products and services.

Employment History
Current Registrations
Eagle Strategies LLC
October 2023 - Present · 2 yrs 9 mos
Nylife Securities LLC
January 2023 - Present · 3 yrs 6 mos
Nylife Securities LLCBroker
January 2023 - Present · 3 yrs 6 mos
State Registrations14 states
CACTFLGAMAMDMINCNJNYOHORPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.