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Caitlin Marie Cullerton

Eagle Strategies LLC

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About Caitlin Marie Cullerton

Caitlin Marie Cullerton is a registered representative at Eagle Strategies LLC, with a branch office located in Waltham, MA. Caitlin has been in the industry since 2016 and has held a variety of roles in the financial services industry. Caitlin is a licensed investment advisor representative and has passed the Series 66, Series 24, Series 7, Series 99, and SIE exams. Caitlin specializes in a range of financial services, including financial planning, pension consulting, and educational seminars.

Firm Information

Caitlin Cullerton 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

201 JONES ROAD 5TH FLOOR

WALTHAM, MA 02541

$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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Caitlin Cullerton’s Registration & Firm History

MA

02/23/2022 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 1/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/16/2021

Series 24 - General Securities Principal Examination

BC

Issued 6/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/20/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlin Marie Cullerton.
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