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Matthew Doucette

Eagle Strategies LLC

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About Matthew Doucette

Matthew Doucette is a financial advisor with Eagle Strategies LLC. Matthew has been in the industry since August 3, 2017 and is registered as an Investment Advisor Representative in Montana and Texas. Matthew has passed the Series 6, Series 7TO, Series 63 and Series 66 exams and is licensed to offer investment advice in a number of states. He specializes in financial planning, investment management and pension consulting. Matthew is also an adjunct teacher at the University of Montana - Missoula College.

Firm Information

Matthew Doucette 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

1111 N RODNEY STREET

HELENA, MT 59601

$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 Doucette’s Registration & Firm History

MT

08/02/2023 - Present

Eagle Strategies LLC (HELENA MT)

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Licenses & Designations

BOTH

Issued 12/8/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/4/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/4/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Doucette.
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