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Matthew Christopher Walker

Eagle Strategies LLC

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About Matthew Christopher Walker

Matthew Christopher Walker is an active Investment Advisor Representative with Eagle Strategies LLC based in Saddle Brook, NJ. He is registered with the state of New Jersey and has been in the financial industry since June 30, 2001. Previously, Matthew Christopher Walker was registered with MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, Assent LLC, Andover Brokerage, L.L.C., and Lexit Capital, LLC. Matthew Christopher Walker has passed the Series 63, Series 65, Series 7, Series 26, and Series 55 exams, as well as the SIE exam.

Firm Information

Matthew Walker 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

250 PEHLE AVENUE

SADDLE BROOK, NJ 07663

$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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Matthew Walker’s Registration & Firm History

NJ

10/29/2019 - Present

Eagle Strategies LLC (SADDLE BROOK NJ)

NJ

01/19/2017 - 07/11/2018

MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)

NY

06/19/2009 - 01/03/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NJ

03/03/2003 - 04/01/2009

ASSENT LLC (PARSIPPANY NJ)

NY

11/06/2001 - 03/03/2003

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NJ

11/10/2000 - 10/09/2001

LEXIT CAPITAL, LLC (HOBOKEN NJ)

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Licenses & Designations

IA

Issued 5/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/23/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 7/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/1/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 8/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Christopher Walker.
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