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Brett W Bly

Eagle Strategies LLC

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About Brett W Bly

Brett Bly is an active investment advisor representative and a registered representative with Eagle Strategies LLC. Brett has been in the industry since February 11, 2024 and has a Series 63, Series 65, Series 7TO and SIE. Brett is registered in California and Washington and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Brett's previous employment experience includes Cornerstone First Mortgage, New York Life Securities, Westwood Mortgage and New York Life.

Firm Information

Brett Bly 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 Bly’s Registration & Firm History

WA

05/07/2024 - Present

Eagle Strategies LLC (LAKE STEVENS WA)

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Licenses & Designations

IA

Issued 05/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett W Bly.
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