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Bryan James Mersol

Eagle Strategies LLC

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About Bryan James Mersol

Bryan Mersol is an investment advisor representative with Eagle Strategies LLC, based in POLAND, OH. Bryan has been in the financial services industry since 2019. Bryan is registered with the state of Ohio and is also registered with FINRA. Bryan's firm, Eagle Strategies LLC, provides investment advice and financial planning services to individuals, families, and businesses. The firm's client base is primarily comprised of high-net-worth individuals and corporations. Eagle Strategies LLC manages a significant amount of assets under management, and its advisors are committed to providing personalized investment solutions to meet the specific needs of each client.

Firm Information

Bryan Mersol 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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Bryan Mersol’s Registration & Firm History

OH

05/17/2023 - Present

Eagle Strategies LLC (POLAND OH)

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Licenses & Designations

BOTH

Issued 05/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan James Mersol.
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