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Julia Ann Catuara

Eagle Strategies LLC

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About Julia Ann Catuara

Julia Catuara is a financial advisor with Eagle Strategies LLC. Julia has been in the industry since February 1990 and has extensive experience in financial planning, portfolio management, and providing educational seminars. Julia has been registered with the state of Maryland as an investment advisor representative. Previously, Julia worked at Transamerica Financial Advisors, Inc. Julia has a Series 7, Series 63, and SIE license and is a Certified Financial Planner.

Firm Information

Julia Catuara 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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Julia Catuara’s Registration & Firm History

MD

03/25/2008 - Present

Eagle Strategies LLC (COLUMBIA MD)

MD

02/27/1990 - 06/05/2007

TRANSAMERICA FINANCIAL ADVISORS, INC. (COLUMBIA MD)

CA

02/27/1990 - 07/31/1995

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 04/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Ann Catuara.
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