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Christopher Alan Falletti

Eagle Strategies LLC

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About Christopher Alan Falletti

Christopher Falletti is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor headquartered in New York, NY. Christopher has over 30 years of experience in the financial services industry. He has a broad range of experience, specializing in providing financial planning, portfolio management for individuals, pension consulting and educational seminars. Christopher is registered to provide investment advisory services in a variety of states including Texas, Kansas, Missouri, Illinois, Florida, and Arkansas, among others. He also has a history of working with clients like individuals, high-net-worth individuals, charitable organizations, and corporations. In addition to his current role at Eagle Strategies LLC, Christopher also owns and operates Falletti Rentals LLC, a rental property company, and is an insurance broker under the DBA FALLETTI FINANCIAL.

Firm Information

Christopher Falletti 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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Christopher Falletti’s Registration & Firm History

KS

03/23/2021 - Present

Eagle Strategies LLC (FRONTENAC KS)

KS

01/01/2008 - 06/08/2009

WELLS FARGO ADVISORS, LLC (PITTSBURG KS)

KS

01/07/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (PITTSBURG KS)

NJ

05/21/1990 - 01/05/2004

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/21/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/14/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Alan Falletti.
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