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Cody Greene

Eagle Strategies LLC
7 Years of Experience
South Burlington, VT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Cody Greene is a registered investment advisor at Eagle Strategies LLC, based in South Burlington, VT, with 7 years of industry experience. Cody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

56 West Twin Oaks Terrace, Suite 1, South Burlington, VT, 05403

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History

Regulatory History (1)
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Customer Dispute
April 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2021 - Present · 4 yrs 11 mos
Nylife Securities LLCBroker
October 2018 - Present · 8 yrs
State Registrations15 states
AKALCOCTFLMAMENCNHNJNYSCTNVAVT
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.
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