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Dylan Justice Purdy

Eagle Strategies LLC

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About Dylan Justice Purdy

Dylan Justice Purdy is a financial advisor with Eagle Strategies LLC. Dylan has been in the industry since 2022 and holds Series 63, Series 65, Series 7TO and SIE licenses. Dylan is registered with the following states: California, New Jersey, New York, Pennsylvania, and Washington. In addition, Dylan is registered as a Registered Representative in New Jersey with Eagle Strategies LLC. Dylan specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

Firm Information

Dylan Purdy 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

250 PEHLE AVENUE

SADDLE BROOK, NJ 07663

$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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Dylan Purdy’s Registration & Firm History

NJ

10/26/2023 - Present

Eagle Strategies LLC (SADDLE BROOK NJ)

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Licenses & Designations

IA

Issued 10/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 4/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Justice Purdy.
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