linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Edward Baumgartner

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Edward Baumgartner

Joseph Baumgartner is a financial professional with over 10 years of experience in the industry. Joseph is currently registered with Eagle Strategies LLC, a firm with a broad range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Joseph is also registered with FINRA and the State of New Jersey. Prior to joining Eagle Strategies LLC, Joseph worked at PNC INVESTMENTS and SECURIAN FINANCIAL SERVICES, INC..

Firm Information

Joseph Baumgartner 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

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Baumgartner’s Registration & Firm History

NY

03/11/2022 - Present

Eagle Strategies LLC (NEW YORK NY)

NJ

09/03/2010 - 01/17/2012

PNC INVESTMENTS (DELRAN NJ)

DE

10/15/2009 - 06/25/2010

SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)

Not sure if Joseph Edward Baumgartner is right for you?

Licenses & Designations

BOTH

Issued 11/5/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Edward Baumgartner.
Not sure if Joseph Edward Baumgartner is right for you?