Alfredo Discepolo
Alfredo Discepolo is a registered investment advisor at Eagle Strategies LLC, based in Pensacola, FL, with 7 years of industry experience. Alfredo 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
125 West Romana Street, Suite 720, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (1)
Criminal
May 1989Other Business ActivitiesSells Insurance
Alfredo is a partner-consultant at Castaneda-Discepolo Consulting LLC, operating under the DBA Latino & American Financial Group, LLC to sell New York Life products and broker non-registered insurance products. He dedicates about 10-20% of his time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Nylife Securities LLCBroker
State Registrations7 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.