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Daryl Robert Ellis

Eagle Strategies LLC

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About Daryl Robert Ellis

Daryl Ellis is a financial advisor with over 28 years of experience in the industry. Daryl has a series 6, 7, 63 and 66 licenses and is a Certified Financial Planner. Daryl is registered with Eagle Strategies LLC in both Louisiana and Texas. He specializes in working with individuals, high net worth individuals, corporations, and charitable organizations. Daryl and his firm, Eagle Strategies LLC, provide financial planning services, investment management services, pension consulting, educational seminars, and the publication of periodicals.

Firm Information

Daryl Ellis 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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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 05/18/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/24/1995

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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