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Brett Michael Heuertz

Eagle Strategies LLC

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About Brett Michael Heuertz

Brett Michael Heuertz is a financial advisor with Eagle Strategies LLC. Brett has been in the financial industry since July 2021. Brett is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Brett is also registered to provide investment advisory services in Colorado and Texas. Brett holds the Series 7, Series 66 and SIE licenses. Brett is dedicated to providing personalized financial advice to individuals, families, and businesses. Brett specializes in financial planning, investment management, and retirement planning.

Firm Information

Brett Heuertz 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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Brett Heuertz’s Registration & Firm History

CO

12/20/2022 - Present

Eagle Strategies LLC (LITTLETON CO)

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Licenses & Designations

BOTH

Issued 11/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Michael Heuertz.
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