Cody Greene
Cody Greene is a registered investment advisor at Eagle Strategies LLC, based in South Burlington, VT, with 7 years of industry experience. Cody 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
56 West Twin Oaks Terrace, Suite 1, South Burlington, VT, 05403
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Cody operates under the DBA Hadley Financial Group to sell New York Life products and services and broker non-registered insurance products. He also brokers insurance with outside carriers and refers groups to AFLAC, spending minimal time on these activities. Cody is also a board member for Foxcroft Home Owners Association, dedicating minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 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.