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Michael Jerome Flynn

Eagle Strategies LLC

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About Michael Jerome Flynn

Michael Flynn is a financial advisor with Eagle Strategies LLC, where Michael has been registered since April 23, 1998. Michael Flynn has been in the financial services industry since October 26, 1988. Michael Flynn has a wide range of experience and credentials, holding licenses for securities and investment advising in several states. Michael Flynn has worked with individual investors, high-net-worth individuals, corporations, and charitable organizations. Michael Flynn’s client base is primarily located in California, Arizona, Texas, Oregon, Washington, Ohio, Virginia, Colorado, Georgia, North Carolina, and Kansas. Michael Flynn has a strong track record of success in providing financial advice and investment management services. Michael Flynn is committed to providing his clients with the highest level of service and expertise.

Firm Information

Michael Flynn 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 Flynn’s Registration & Firm History

CA

04/23/1998 - Present

Eagle Strategies LLC (CAPITOLA CA)

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Licenses & Designations

BC

Issued 10/28/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/26/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Jerome Flynn. Review regulatory record here.
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