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Brian Mark Barrett

Eagle Strategies LLC

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About Brian Mark Barrett

Brian Barrett is an investment advisor representative for Eagle Strategies LLC, where Brian has been registered since September 2022. Brian holds Series 63, 66, 7TO and SIE licenses and is currently licensed in 8 states. Brian is experienced in providing advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals. Brian works primarily with high-net-worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Brian Barrett 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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Brian Barrett’s Registration & Firm History

CA

10/28/2022 - Present

Eagle Strategies LLC (SANTA ROSA CA)

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Licenses & Designations

BOTH

Issued 08/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Mark Barrett.
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