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Brenda Moore Cusatis

Eagle Strategies LLC

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About Brenda Moore Cusatis

Brenda Moore Cusatis is a financial advisor who has been in the industry since 2001. Brenda is currently registered with Eagle Strategies LLC. Brenda is a registered representative of the state of Michigan and a registered investment advisor representative in Michigan. Brenda also has a Series 7 and Series 66 license. Prior to joining Eagle Strategies LLC, Brenda worked for Edward Jones Investments. Brenda also brokers insurance and provides financial planning services.

Firm Information

Brenda Cusatis 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

1029 GORNICK AVENUE

GAYLORD, MI 49735

$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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Brenda Cusatis’s Registration & Firm History

MI

11/10/2021 - Present

Eagle Strategies LLC (GAYLORD MI)

TN

04/25/2019 - 11/08/2019

RAYMOND JAMES & ASSOCIATES, INC. (KNOXVILLE TN)

TN

02/27/2001 - 08/15/2017

EDWARD JONES (MORRISTOWN TN)

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Licenses & Designations

BOTH

Issued 7/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/1/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 2/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brenda Moore Cusatis. Review regulatory record here.
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