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Carl Michael Consing

Eagle Strategies LLC

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About Carl Michael Consing

Carl Michael Consing is a financial advisor registered with Eagle Strategies LLC and has been in the industry since January 18, 2008. Carl Michael Consing is registered in California, Texas, Hawaii and Nevada as a Broker/Dealer and in California and Texas as an Investment Advisor Representative. Carl Michael Consing holds the following securities licenses: Series 66, Series 7, and SIE. Carl Michael Consing works at the San Mateo branch office of Eagle Strategies LLC.

Firm Information

Carl Consing 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

951 Mariners Island Blvd

SAN MATEO, CA 94404

$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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Carl Consing’s Registration & Firm History

CA

11/27/2023 - Present

Eagle Strategies LLC (SAN MATEO CA)

CA

04/18/2008 - 10/11/2023

AMERIPRISE FINANCIAL SERVICES, LLC (SAN FRANCISCO CA)

CA

11/05/2007 - 02/21/2008

AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 12/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/2/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Michael Consing.
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