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Cody Samuel Greene

Eagle Strategies LLC

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About Cody Samuel Greene

Cody Greene is a registered representative with Eagle Strategies LLC. Cody Greene is a financial advisor with over 5 years of experience in the financial services industry. Cody Greene holds Series 6, 7, 63, and 66 licenses. Cody Greene provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. Cody Greene specializes in helping individuals, corporations, and charitable organizations with their financial needs. Cody Greene is committed to providing clients with the highest level of service and personalized attention.

Firm Information

Cody Greene 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

56 WEST TWIN OAKS TERRACE

SOUTH BURLINGTON, VT 05403

$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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Cody Greene’s Registration & Firm History

VT

01/08/2024 - Present

Eagle Strategies LLC (SOUTH BURLINGTON VT)

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Licenses & Designations

BOTH

Issued 7/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/9/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cody Samuel Greene. Review regulatory record here.
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