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Anthony Dean Orizotti

Eagle Strategies LLC

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About Anthony Dean Orizotti

Anthony Orizotti is an investment advisor representative at Eagle Strategies LLC. Anthony has been working in the industry for 32 years and has registered as a broker-dealer and an investment advisor in 11 states. Anthony's primary registration is in Alaska. Anthony has a range of experience in financial planning and is a Chartered Financial Consultant. Anthony is affiliated with Eagle Strategies LLC, which has assets under management over 20 billion dollars.

Firm Information

Anthony Orizotti 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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Anthony Orizotti’s Registration & Firm History

AK

06/08/2006 - Present

Eagle Strategies LLC (ANCHORAGE AK)

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Licenses & Designations

BC

Issued 06/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anthony Dean Orizotti. Review regulatory record here.
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