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Christine Ann Hoeller

Eagle Strategies LLC

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About Christine Ann Hoeller

Christine Hoeller is an investment advisor representative with Eagle Strategies LLC, based in Houston, Texas. Christine has been in the financial industry since 1989. Christine is registered with the state of Texas and holds the Series 63, Series 66, Series 7, and Series 24 licenses. Christine specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations. Christine is also registered as an investment advisor representative with the state of Texas.

Firm Information

Christine Hoeller 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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Christine Hoeller’s Registration & Firm History

TX

03/16/2011 - Present

Eagle Strategies LLC (HOUSTON TX)

TX

08/22/1989 - 05/11/2004

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 01/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2010

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/12/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Ann Hoeller.
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