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Matthew Thomas Pettine

Eagle Strategies LLC

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About Matthew Thomas Pettine

Matthew Pettine is a registered investment advisor representative with Eagle Strategies LLC in Waltham, MA. Matthew has been in the industry since 2014 and has a wide range of experience in financial planning, portfolio management, and educational seminars. Matthew is also a registered principal with Series 24 and Series 51 licenses. Matthew holds the Series 66 license and previously held the Series 7, Series 99 and the SIE licenses.

Firm Information

Matthew Pettine 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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Matthew Pettine’s Registration & Firm History

MA

03/26/2018 - Present

Eagle Strategies LLC (WALTHAM MA)

VT

05/08/2012 - 10/18/2013

NYLIFE SECURITIES LLC (COLCHESTER VT)

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Licenses & Designations

BOTH

Issued 12/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2019

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/17/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/07/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Thomas Pettine.
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