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Christine Ann Pilgrim

Eagle Strategies LLC

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About Christine Ann Pilgrim

Christine Pilgrim is a registered investment advisor representative with Eagle Strategies LLC. Christine holds Series 7TO, Series 24, and Series 66 licenses and is licensed to offer investment advice in Texas. Christine has been in the industry since 2019 and has previously worked for NYLIFE Securities LLC in New York and New York Life Insurance Company in San Antonio. Christine's experience includes financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Christine Pilgrim 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 Pilgrim’s Registration & Firm History

TX

04/07/2022 - Present

Eagle Strategies LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 03/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2020

Series 24 - General Securities Principal Examination

BC

Issued 11/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Ann Pilgrim.
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