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Bradley Robert Burton

Eagle Strategies LLC

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About Bradley Robert Burton

Bradley Robert Burton is an investment advisor representative with Eagle Strategies LLC. Bradley has been in the financial services industry for over 20 years. Bradley holds the Series 6, 63 and 65 securities licenses. Bradley is registered with the state of Virginia and the FINRA. Bradley also provides financial planning services to clients.

Firm Information

Bradley Burton 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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Bradley Burton’s Registration & Firm History

VA

01/03/2006 - Present

Eagle Strategies LLC (VIENNA VA)

MA

11/08/2001 - 05/31/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 09/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Bradley Robert Burton. Review regulatory record here.
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