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Caroline Maria Lukez byrne

Eagle Strategies LLC

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About Caroline Maria Lukez byrne

Caroline Maria Lukez byrne is a registered representative with Eagle Strategies LLC, a firm based in North Royalton, OH. Caroline has been in the financial services industry since April 4, 2006. Caroline is also an insurance broker appointed with outside carriers. Caroline is registered to provide investment advice in Alabama and Ohio. Caroline has been associated with Eagle Strategies LLC since August 2014. Prior to that Caroline was employed by New York Life Insurance Co and NYLIFE Securities, LLC.

Firm Information

Caroline Lukez byrne 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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Caroline Lukez byrne’s Registration & Firm History

OH

08/04/2014 - Present

Eagle Strategies LLC (NORTH ROYALTON OH)

OH

02/04/2009 - 03/10/2009

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

OH

03/21/2003 - 02/15/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 10/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caroline Maria Lukez byrne.
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