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Avshalom Gad

Eagle Strategies LLC

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About Avshalom Gad

Avshalom Gad is a financial advisor with over 20 years of experience in the industry. Avshalom is currently registered with Eagle Strategies LLC and has been with them since January 2007. Prior to joining Eagle Strategies LLC, Avshalom Gad worked for NYLIFE SECURITIES LLC and NEW YORK LIFE INSURANCE COMPANY. Avshalom Gad holds the Series 66, SIE, and Series 7 licenses. Avshalom is also a Certified Financial Planner and a Chartered Financial Consultant. Avshalom Gad's specializations include retirement planning, insurance planning, investment planning, estate planning, and college savings planning. Avshalom is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Avshalom Gad 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.

$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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Avshalom Gad’s Registration & Firm History

IN

01/24/2007 - Present

Eagle Strategies LLC (FISHERS IN)

MN

10/03/2003 - 01/27/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

09/17/2003 - 01/27/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 1/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avshalom Gad.
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