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Craig Peterson

Eagle Strategies LLC

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About Craig Peterson

Craig Peterson is an investment advisor representative with Eagle Strategies LLC. Craig is registered with the state of Pennsylvania. Craig has been in the securities industry for over 3 years and is a Series 63 and Series 65 licensed representative. Craig's firm has a large amount of assets under management and a wide range of client types, including individuals, businesses, and charities. Craig specializes in providing financial planning, pension consulting, and educational seminars to his clients. He also provides portfolio management services to individuals and publishes periodicals.

Firm Information

Craig Peterson 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

225 WEST STATION SQUARE DRIVE

PITTSBURGH, PA 15219

$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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Craig Peterson’s Registration & Firm History

PA

05/02/2024 - Present

Eagle Strategies LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 2/2/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/3/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/7/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 4/8/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Peterson.
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