VA
VA

Victoria Aprano

2 Years of Experience
Miami, FL
Broker

Victoria Aprano is a registered investment advisor at Eagle Strategies LLC, based in Miami, FL, with 2 years of industry experience. Victoria 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

5805 Blue Lagoon Dr, Suite 310, Miami, FL, 33126

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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 Activities

Victoria is a board member for "Speed Dating on the Spectrum", dedicating a few hours per week to organizing social events. She is also involved with several other organizations, including a dormant company, rental properties, The WOW Center, and Autism Speaks Miami, spending minimal time on each.

Employment History
Current Registrations
Eagle Strategies LLC
December 2024 - Present · 1 yr 5 mos
Nylife Securities LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations5 states
COFLNCTXVA
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.
Victoria Aprano - Financial Advisor | TrueAdvisor