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Malia Sperling

Eagle Strategies LLC

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About Malia Sperling

Malia Sperling is an investment advisor representative at Eagle Strategies LLC. Malia holds a Series 65 and Series 63 licenses, which allow her to provide investment advice in Arizona and other states. She also holds a Series 7TO, Series 6TO, and SIE license, allowing her to sell securities to individuals and institutions. Malia has a background in insurance and financial services and is also an independent author. She is passionate about helping individuals and families achieve their financial goals and is committed to providing her clients with personalized advice and service.

Firm Information

Malia Sperling 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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Malia Sperling’s Registration & Firm History

AZ

10/13/2022 - Present

Eagle Strategies LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malia Sperling.
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