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Alfredo Gerardo Discepolo

Eagle Strategies LLC

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About Alfredo Gerardo Discepolo

Alfredo Gerardo Discepolo is an investment advisor representative with Eagle Strategies LLC. Alfredo has been working in the financial services industry since 2019. Alfredo is registered with the state of Florida to provide investment advice. Alfredo also holds a Series 65 license. Alfredo has prior experience with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC and New York Life Securities LLC.

Firm Information

Alfredo Discepolo is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

125 WEST ROMANA STREET

PENSACOLA, FL 32502

$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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Alfredo Discepolo’s Registration & Firm History

FL

02/16/2023 - Present

Eagle Strategies LLC (PENSACOLA FL)

FL

10/18/2021 - 11/23/2022

MML INVESTORS SERVICES, LLC (PENSACOLA FL)

FL

03/19/2021 - 10/12/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pace FL)

AL

11/13/2018 - 03/02/2021

NYLIFE SECURITIES LLC (MOBILE AL)

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Licenses & Designations

IA

Issued 8/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alfredo Gerardo Discepolo. Review regulatory record here.
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