linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Scott Leahey

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Scott Leahey

Matthew Leahey is an investment advisor representative with Eagle Strategies LLC, with a firm ID of 110826. Matthew is registered in 20 states. Matthew Leahey is licensed to provide investment advice and financial planning services. Matthew is also registered as an Investment Advisor Representative in Oklahoma and Texas. Matthew Leahey is actively involved in the financial services industry and has a significant amount of experience. Matthew has passed the Series 7TO, SIE, and Series 66 examinations. Matthew Leahey is currently employed by Eagle Strategies LLC in Tulsa, Oklahoma and has been employed by the firm since July 2024. Matthew has experience in various financial services roles and is committed to providing clients with comprehensive financial planning and investment advisory services.

Firm Information

Matthew Leahey 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

8905 S YALE AVE

TULSA, OK 74137

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Leahey’s Registration & Firm History

OK

07/22/2024 - Present

Eagle Strategies LLC (TULSA OK)

Not sure if Matthew Scott Leahey is right for you?

Licenses & Designations

BOTH

Issued 6/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 9/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Leahey.
Not sure if Matthew Scott Leahey is right for you?