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Melanie Basch Jaye

Eagle Strategies LLC

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About Melanie Basch Jaye

Melanie Basch Jaye is a financial advisor with Eagle Strategies LLC, a registered investment advisor with offices in New York and Vienna, Virginia. Melanie has been in the financial industry since 2022 and has passed exams for Series 63, Series 65, Series 6TO and SIE. Melanie provides financial planning and investment advice to a variety of clients, including individuals, families, businesses, and charitable organizations. Melanie is also licensed as an insurance broker.

Firm Information

Melanie Jaye 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

8075 LEESBURG PIKE

VIENNA, VA 22182

$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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Melanie Jaye’s Registration & Firm History

VA

01/25/2024 - Present

Eagle Strategies LLC (VIENNA VA)

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Licenses & Designations

BC

Issued 9/12/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 8/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/9/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 4/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melanie Basch Jaye.
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