Adam Sheldon is a registered investment advisor at Eagle Strategies LLC, based in Largo, FL, with 9 years of industry experience. Adam 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
Largo, FL
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Regulatory History (2)
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Financial
June 2018Final
Financial
June 2018Final
Other Business Activities
Adam owns a patent for a personal grooming invention device since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
November 2024 - Present · 1 yr 5 mos
Nylife Securities LLCBroker
October 2016 - Present · 9 yrs 6 mos
Nylife Securities LLC
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
Edward JonesBroker
April 2016 - August 2016 · 4 mos
State Registrations3 states
FLNMTX
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.