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Alice Gail Gabrelian

Eagle Strategies LLC

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About Alice Gail Gabrelian

Alice Gail Gabrelian is an Investment Advisor Representative associated with Eagle Strategies LLC, a firm with over 60,000 clients and $20 billion in regulatory assets under management. Alice has been in the financial services industry since 1985, and holds Series 6, Series 63 and SIE licenses. Alice specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals.

Firm Information

Alice Gabrelian 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

HONEY CREEK CORPORATE CENTER

MILWAUKEE, WI 53214-1478

$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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Alice Gabrelian’s Registration & Firm History

WI

12/10/2008 - Present

Eagle Strategies LLC (MILWAUKEE WI)

NJ

07/09/1985 - 12/06/1988

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 11/1/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/8/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alice Gail Gabrelian. Review regulatory record here.
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