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Daniel Pearsall

Eagle Strategies LLC

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About Daniel Pearsall

Daniel Pearsall is a financial advisor with Eagle Strategies LLC in Saratoga Springs, NY. Daniel is a registered investment advisor representative in New York, and also holds Series 7, Series 63 and Series 65 licenses. Daniel is active in the industry since 2019 and has prior experience with CRT Capital Group LLC. Daniel's experience spans across different financial fields including investment advisory and insurance. Daniel specializes in investment advisory services. Daniel is associated with Tailored Wealth Solutions LLC D/B/A Tailored Wealth Solutions for selling New York Life products and services.

Firm Information

Daniel Pearsall 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

110 HENRY STREET

SARATOGA SPRINGS, NY 12866

$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 Pearsall’s Registration & Firm History

NY

06/23/2021 - Present

Eagle Strategies LLC (SARATOGA SPRINGS NY)

CT

10/17/2012 - 07/29/2013

CRT CAPITAL GROUP LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 5/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 3/6/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Pearsall.
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