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Alfredo Gerardo Discepolo

Eagle Strategies LLC

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About Alfredo Gerardo Discepolo

Alfredo Discepolo is a financial advisor registered with Eagle Strategies LLC in Pensacola, FL. Alfredo has been in the industry since 2019, and has held positions at a number of firms including Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC and New York Life Securities LLC. Alfredo holds licenses for both Broker Check and Investment Advisor, and has a number of designations.

Firm Information

Alfredo Discepolo 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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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 08/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2020

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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