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Austin Ray Smith

Eagle Strategies LLC

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About Austin Ray Smith

Austin Ray Smith is a registered Investment Advisor Representative with Eagle Strategies LLC, based in Huntsville, Alabama. Austin has been in the securities industry since 2022. He has experience in the financial services industry and has a Series 7TO, Series 63, and Series 65 license. Austin is also an active Insurance Broker. He has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Austin is dedicated to providing personalized financial advice and helping his clients reach their financial goals.

Firm Information

Austin Smith 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

720 GALLATIN STREET SW

HUNTSVILLE, AL 35801

$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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Austin Smith’s Registration & Firm History

AL

04/26/2024 - Present

Eagle Strategies LLC (HUNTSVILLE AL)

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Licenses & Designations

IA

Issued 4/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 3/9/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin Ray Smith.
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