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Hannah Adams

Eagle Strategies LLC

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About Hannah Adams

Hannah Adams is a financial advisor who specializes in providing financial planning and portfolio management services for individuals and businesses. Hannah holds a Series 66 license and is registered with both FINRA and the State of Maryland. Hannah is also a Registered Investment Advisor and is licensed to provide advisory services in Maryland and Virginia. Hannah has over five years of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance. She works with Eagle Strategies LLC, which is a well-established financial advisory firm that specializes in providing a wide range of financial services to individuals and businesses.

Firm Information

Hannah Adams 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

8075 Leesburg Pike

Vienna, VA 22182

$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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Hannah Adams’s Registration & Firm History

VA

06/23/2021 - Present

Eagle Strategies LLC (Vienna VA)

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Licenses & Designations

BOTH

Issued 6/8/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/4/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hannah Adams.
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