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Michael Francis Broderick

Eagle Strategies LLC

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About Michael Francis Broderick

Michael Francis Broderick is a registered investment advisor representative with Eagle Strategies LLC and Atlantic Planning Group, LLC. Michael has been working in the financial industry since 1988. He holds Series 6, 7 and SIE securities licenses. Michael is registered to offer securities in 24 states, including California, Florida, Massachusetts, New York, Pennsylvania, and Texas. Michael also has experience working at MONY Securities Corp. and The Mutual Life Insurance Company of New York.

Firm Information

Michael Broderick 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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Michael Broderick’s Registration & Firm History

MA

06/30/2000 - Present

Eagle Strategies LLC (WALTHAM MA)

NY

03/01/1988 - 03/08/1996

MONY SECURITIES CORP. (NEW YORK NY)

NY

03/01/1988 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/29/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Francis Broderick.
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