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Eliseo Fuentes

Eagle Strategies LLC

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About Eliseo Fuentes

Eliseo Fuentes is an investment advisor representative for Eagle Strategies LLC. Eliseo is registered with the state of Massachusetts to provide investment advice and has been in the industry since February 2024. Eliseo holds Series 63, Series 65 and Series 6TO licenses and is also a holder of the Securities Industry Essentials (SIE) exam. Eliseo is affiliated with Eagle Strategies LLC, a firm located in New York, NY, with a branch office in Leominster, MA. Eliseo provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Eliseo Fuentes 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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Eliseo Fuentes’s Registration & Firm History

MA

06/18/2024 - Present

Eagle Strategies LLC (LEOMINSTER MA)

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Licenses & Designations

IA

Issued 06/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eliseo Fuentes. Review regulatory record here.
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