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Larry Albert Catlos

Eagle Strategies LLC

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About Larry Albert Catlos

Larry Catlos is an investment advisor representative with over 40 years of experience in the financial services industry. Larry is registered with Eagle Strategies LLC and holds a Series 63, 65, and SIE license. Larry is a registered investment advisor representative in 18 states and provides financial planning, pension consulting and portfolio management services to individuals and businesses. Larry also provides educational seminars and publishes financial periodicals. Larry is an active member of the Grace Church of Indiana and is committed to helping his clients achieve their financial goals.

Firm Information

Larry Catlos 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

674 PHILADELPHIA STREET

INDIANA, PA 15701

$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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Larry Catlos’s Registration & Firm History

PA

07/07/1999 - Present

Eagle Strategies LLC (INDIANA PA)

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Licenses & Designations

IA

Issued 10/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/5/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/26/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 3/22/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry Albert Catlos.
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