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David Brody

Eagle Strategies LLC

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About David Brody

David Brody is an investment advisor representative with Eagle Strategies LLC, based in SAN FRANCISCO, CA. David has been in the industry since 2000 and holds Series 6, 7, 63 and 66 licenses. David also holds a SIE license. David specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses. David also provides pension consulting and selection of other advisors services. David Brody is also a registered insurance broker with Brody, Walsh & Brody Employee Benefits Insurance Services, Inc.

Firm Information

David Brody 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

425 MARKET ST

SAN FRANCISCO, CA 94105

$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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David Brody’s Registration & Firm History

CA

10/17/2012 - Present

Eagle Strategies LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/9/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/6/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 6/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Brody.
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