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Carson Wade Stephens

Eagle Strategies LLC

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About Carson Wade Stephens

Carson Stephens is an active advisor with Eagle Strategies LLC. Carson has been in the industry since August 9, 2004 and is registered with the state of Texas. Carson has a series 66, 7, and SIE license. Carson is also a registered Investment Advisor Representative with the state of Texas. Carson's previous experience includes working with FSC Securities Corporation and United Securities Alliance, Inc. Carson specializes in working with high net worth individuals, corporations or other businesses, and individuals other than high net worth individuals.

Firm Information

Carson Stephens 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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Carson Stephens’s Registration & Firm History

TX

12/10/2008 - Present

Eagle Strategies LLC (SALADO TX)

TX

03/03/2006 - 10/01/2008

FSC SECURITIES CORPORATION (BASTROP TX)

CO

03/29/2004 - 11/07/2005

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 04/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carson Wade Stephens.
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