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Avshalom Gad

Eagle Strategies LLC

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About Avshalom Gad

Avshalom Gad is a financial advisor registered with Eagle Strategies LLC. Avshalom has been in the industry since October 2003, and holds the Series 7 and Series 66 licenses. Avshalom Gad also holds the SIE license, which was earned in 2018. Avshalom is a Certified Financial Planner and a Chartered Financial Consultant. In addition to working at Eagle Strategies LLC, Avshalom also has experience with IDS Life Insurance Company and American Express Financial Advisors Inc.

Firm Information

Avshalom Gad 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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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 01/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2003

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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