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Colton Bradley Maher

Eagle Strategies LLC

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About Colton Bradley Maher

Colton Bradley Maher is a financial advisor who has been working in the industry since September 2023. Maher is currently registered with Eagle Strategies LLC and has worked with a variety of firms in the past. Maher is licensed to offer investment advice in California and Washington, and has passed the Series 63, 66, 7TO and SIE exams. Maher specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Maher also offers educational seminars and publications.

Firm Information

Colton Maher 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

2999 DOUGLAS BLVD

ROSEVILLE, CA 95661

$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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Colton Maher’s Registration & Firm History

CA

07/31/2024 - Present

Eagle Strategies LLC (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 7/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 8/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colton Bradley Maher.
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