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Lauren Claire Ip

Eagle Strategies LLC

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About Lauren Claire Ip

Lauren Ip is a financial advisor with Eagle Strategies LLC. Lauren has been in the financial services industry since December 2006. Lauren has Series 7, 9, 10, and 66 registrations. Lauren is also registered with the states of New Jersey and New York. Lauren has previously worked at NYLIFE DISTRIBUTORS LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Lauren Ip 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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Lauren Ip’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (NEW YORK NY)

NY

12/09/2011 - 04/13/2015

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NJ

05/09/2006 - 05/06/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 06/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/21/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Claire Ip.
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