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Elvira Chaush

5 Years of Experience
Livingston, NJ
BrokerSells Insurance

Elvira Chaush is a registered investment advisor at Eagle Strategies LLC, based in Livingston, NJ, with 5 years of industry experience. Elvira 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

354 Eisenhower Parkway, #2500, Livingston, NJ, 07039

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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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Other Business ActivitiesSells Insurance

Elvira maintains a travel website, is a member of a business networking group, owns rental property, and brokers non-registered insurance products. She dedicates minimal time to each of these activities.

Employment History
Current Registrations
Eagle Strategies LLC
January 2024 - Present · 2 yrs 6 mos
Nylife Securities LLCBroker
February 2021 - Present · 5 yrs 5 mos
State Registrations3 states
NJNYPA
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.
Elvira Chaush - Financial Advisor | TrueAdvisor