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Daryl Robert Ellis

Eagle Strategies LLC

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About Daryl Robert Ellis

Daryl Robert Ellis is a financial professional with over 28 years of experience in the industry. Daryl has a strong track record of success in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Daryl holds the Series 6, 7, 63, and 66 securities licenses and is also a Certified Financial Planner. Daryl is registered with Eagle Strategies LLC and is licensed to provide investment advice in over 30 states. Daryl has a deep understanding of the financial markets and a commitment to providing clients with personalized advice that meets their individual needs.

Firm Information

Daryl Ellis 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

8280 YMCA PLAZA DRIVE

BATON ROUGE, LA 70810

$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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Daryl Ellis’s Registration & Firm History

LA

01/11/2008 - Present

Eagle Strategies LLC (BATON ROUGE LA)

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Licenses & Designations

BOTH

Issued 5/18/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/24/1995

Series 7 - General Securities Representative Examination

BC

Issued 3/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daryl Robert Ellis. Review regulatory record here.
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