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Andrew Joseph Glaspey

Eagle Strategies LLC

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About Andrew Joseph Glaspey

Andrew Glaspey is an investment advisor representative currently registered with Eagle Strategies LLC. Andrew has been in the securities industry since October 2008. Andrew is also registered as an investment advisor representative in 27 states including Colorado, Florida, California, Texas, and more. Andrew has a Series 6, 7, 66 and SIE license. Andrew has experience working at NYLIFE Securities LLC and High Point Financial Group in the past. Andrew specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors.

Firm Information

Andrew Glaspey 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

215 UNION BLVD

LAKEWOOD, CO 80228

$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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Andrew Glaspey’s Registration & Firm History

CO

03/09/2022 - Present

Eagle Strategies LLC (LAKEWOOD CO)

CO

10/06/2008 - 12/15/2009

NYLIFE SECURITIES LLC (LAKEWOOD CO)

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Licenses & Designations

BOTH

Issued 1/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 9/28/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/2/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Joseph Glaspey.
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