Connor Townsend
Connor Townsend is a registered investment advisor at Eagle Strategies LLC, based in Andover, MA, with 7 years of industry experience. Connor 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
New York Life, 10 NE Business Center Drive, Suite 205, Andover, MA, 01810
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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
Connor is an insurance broker appointed with outside insurance carriers since 2021, dedicating a few hours per week. He also owns rental property in Salem, NH since 2022, spending minimal time collecting rent, and operates under the DBA name of Third3rd Financial Partners LLC for selling New York Life products and brokering non-registered insurance products since 2023.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
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