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David Mark Burg

Eagle Strategies LLC

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About David Mark Burg

David Burg is an investment advisor representative with Eagle Strategies LLC. David has been in the financial services industry for over 11 years. David is registered with FINRA and the state of Massachusetts. David is a graduate of [you can add any information about education if it is available]. David has experience in financial planning, retirement planning, and investment management. David specializes in helping individuals and families reach their financial goals. David is also a registered representative with New York Life Insurance Company and an insurance broker with Burg Financial & Insurance Solutions.

Firm Information

David Burg 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

201 JONES ROAD

WALTHAM, MA 02451

$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 Burg’s Registration & Firm History

MA

12/11/2018 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 11/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/9/2011

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 Mark Burg.
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