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Bryant Matthew Sheftick

Eagle Strategies LLC

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About Bryant Matthew Sheftick

Bryant Sheftick is a financial professional with over 20 years of experience in the industry. Bryant currently holds a Series 7, Series 55, and Series 63 license and is a Certified Financial Planner. Bryant is an active member of the National Association of Personal Financial Advisors and the Financial Planning Association. Bryant has worked with clients from diverse backgrounds, helping individuals and families achieve their financial goals. Bryant is currently affiliated with Eagle Strategies LLC in Huntington Station, New York.

Firm Information

Bryant Sheftick 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

7 DAWSON STREET

HUNTINGTON STATION, NY 11746

$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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Bryant Sheftick’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (HUNTINGTON STATION NY)

TX

08/08/2000 - 12/09/2002

FLEET SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 10/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/1/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 7/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryant Matthew Sheftick.
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