Barry Finkelstein
Barry Finkelstein is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 44 years of industry experience. Barry 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
1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Barry is an insurance broker for various carriers, selling non-registered insurance products. He also serves on professional advisory committees for the Chicago Community Trust and the Jewish United Fund, and is a shareholder in NYLARC Holding Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Oppenheimer & CO., INC.Broker
Guardian Investor Services CorporationBroker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nml Equity Services, INC.Broker
State Registrations10 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.