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Adam Lattarulo

Eagle Strategies LLC

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About Adam Lattarulo

Adam Lattarulo is a registered representative with Eagle Strategies LLC. Adam has been in the financial industry for over four years and is licensed in Connecticut, Florida, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Texas, and Virginia. Adam specializes in working with high-net-worth individuals, corporations, and charitable organizations. Adam is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Adam is also a registered insurance broker and provides non-registered insurance products to clients through his work with other insurance carriers.

Firm Information

Adam Lattarulo is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Lattarulo’s Registration & Firm History

CT

02/07/2024 - Present

Eagle Strategies LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 06/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Lattarulo.
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