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Daniel Michael Hankinson

Eagle Strategies LLC

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About Daniel Michael Hankinson

Daniel Hankinson is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Daniel has been in the financial services industry since 2008. Daniel has a wide range of experience in the financial services industry, including experience with Bear, Stearns & Co. Inc. Prior to joining Eagle Strategies LLC, Daniel worked for NYLIFE Securities, LLC, New York Life Insurance Company and CPH Consulting Group. Daniel is also a licensed insurance broker with Northeast Planning Group. Daniel has a strong commitment to providing his clients with the highest quality financial advice and services.

Firm Information

Daniel Hankinson 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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Daniel Hankinson’s Registration & Firm History

NJ

11/22/2023 - Present

Eagle Strategies LLC (SADDLE BROOK NJ)

NY

02/18/2008 - 06/11/2008

BEAR, STEARNS & CO. INC. (BROOKLYN NY)

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Licenses & Designations

IA

Issued 11/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2020

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

BC

Issued 02/28/2019

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Michael Hankinson. Review regulatory record here.
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