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Austin Russell Bustamante

Eagle Strategies LLC

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About Austin Russell Bustamante

Austin Bustamante is a registered representative with Eagle Strategies LLC. Austin has been in the securities industry since April 2009. Austin is licensed in California and Nevada and holds the Series 6, 7, 63 and 66 securities licenses. Austin has over 15 years of experience in the financial services industry. Austin specializes in providing financial planning, retirement planning, college savings planning, and insurance services to individuals and families. Austin is committed to providing his clients with personalized service and sound financial advice.

Firm Information

Austin Bustamante 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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Austin Bustamante’s Registration & Firm History

CA

10/27/2023 - Present

Eagle Strategies LLC (REDLANDS CA)

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Licenses & Designations

BOTH

Issued 01/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Austin Russell Bustamante. Review regulatory record here.
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