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Eugene R Lutz

Eagle Strategies LLC

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About Eugene R Lutz

Eugene Lutz is a registered representative with Eagle Strategies LLC. Eugene has been in the financial services industry since February 2004. Eugene Lutz is registered in 10 states including: Alaska, California, Connecticut, Nevada, New Jersey, New York, and Pennsylvania. Eugene Lutz holds Series 6, 7, 24, 26, 63, and 66 licenses. Eugene Lutz has a history of working at NYLIFE Securities and New York Life Insurance Co. Eugene Lutz is a member of the Board of Visitors of the United States Merchant Marine Academy.

Firm Information

Eugene Lutz 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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Eugene Lutz’s Registration & Firm History

CA

08/03/2021 - Present

Eagle Strategies LLC (San Ramon CA)

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Licenses & Designations

BOTH

Issued 04/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene R Lutz.
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