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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 investment advisor in Washington. Brett Bly is licensed to offer securities services in Washington and California. Brett Bly has been in the securities industry since 2023. Brett Bly is affiliated with Eagle Strategies LLC. The firm has offices in LAKE STEVENS, WA and NEW YORK, NY. Brett Bly specializes in Financial planning, Pension consulting, Educational seminars, Publication of periodicals, Selection of other advisers, Portfolio management for individuals, and Portfolio management for investment companies.

Firm Information

Brett Bly 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

2008 123RD AVENUE NE

LAKE STEVENS, WA 98258

$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 5/2/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/16/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 8/23/2023

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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