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Hope Streeter

7 Years of Experience
New York, NY
Broker

Hope Streeter is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 7 years of industry experience. Hope 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

51 Madison Avenue, New York, NY, 10010

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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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Employment History
Current Registrations
Eagle Strategies LLC
April 2022 - Present · 4 yrs 1 mo
Nylife Securities LLCBroker
May 2021 - Present · 5 yrs
Nylife Securities LLC
May 2021 - Present · 5 yrs
Previous Registrations
National Securities CorporationBroker
October 2019 - January 2020 · 3 mos
Foresters Financial Services, INC.Broker
May 2017 - June 2019 · 2 yrs 1 mo
State Registrations51 states
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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.
Hope Streeter - Financial Advisor | TrueAdvisor