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Matthew Kellon Quick

Eagle Strategies LLC

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About Matthew Kellon Quick

Matthew Quick is an investment advisor representative for Eagle Strategies LLC, a registered investment advisor headquartered in New York, NY. Matthew has been in the securities industry since 2018 and is licensed to provide investment advice in Tennessee. Matthew has a combined state license (Series 66) and is also licensed as a general securities principal (Series 24). Matthew holds a Master of Business Administration from Duke University. Matthew is active in the community and is a member of the Knoxville Chamber of Commerce.

Firm Information

Matthew Quick 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

265 BROOKVIEW CENTRE WAY

KNOXVILLE, TN 37919

$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 Quick’s Registration & Firm History

TN

08/23/2022 - Present

Eagle Strategies LLC (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 8/8/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

Series 24 - General Securities Principal Examination

BC

Issued 3/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/20/2018

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 Kellon Quick.
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