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Erick Barone

Eagle Strategies LLC

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About Erick Barone

Erick Barone is an investment advisor representative with Eagle Strategies LLC. The advisor's practice is located in Cary, North Carolina. Erick Barone has been a financial professional since 2013. The firm specializes in providing financial planning, portfolio management for individuals and pension consulting services. The firm manages assets for high net worth individuals, charitable organizations and corporations or other businesses.

Firm Information

Erick Barone 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

400 PINNER WEALD WAY

CARY, NC 27513

$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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Erick Barone’s Registration & Firm History

NC

08/27/2024 - Present

Eagle Strategies LLC (CARY NC)

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Licenses & Designations

IA

Issued 4/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/19/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Erick Barone. Review regulatory record here.
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