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Christopher Neal Alderson

Eagle Strategies LLC

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About Christopher Neal Alderson

Christopher Alderson is a financial advisor with over 20 years of experience in the financial services industry. Christopher Alderson is currently registered with Eagle Strategies LLC and holds Series 6, 7 and 63 licenses, as well as the SIE exam. Christopher Alderson is also a Certified Financial Planner. Christopher Alderson has been a registered representative with NYLIFE Securities LLC since 2017. Christopher Alderson has also been a registered representative with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Christopher Alderson is committed to providing clients with personalized financial planning and investment advice. Christopher Alderson specializes in retirement planning, college savings, and estate planning.

Firm Information

Christopher Alderson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

7 LIMESTONE DRIVE

WILLIAMSVILLE, NY 14221

$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 Alderson’s Registration & Firm History

NY

08/03/2023 - Present

Eagle Strategies LLC (WILLIAMSVILLE NY)

NY

04/06/2017 - 12/09/2022

NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)

NY

08/25/2004 - 02/23/2017

MSI FINANCIAL SERVICES, INC. (AMHERST NY)

NY

08/25/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (AMHERST NY)

CT

01/24/2003 - 06/24/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 2/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

BC

Issued 1/23/2003

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 Neal Alderson.
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