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Morihiko Goto

Eagle Strategies LLC

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About Morihiko Goto

Morihiko Goto is a registered investment advisor representative with Eagle Strategies LLC. Morihiko has been in the financial services industry since 1991. Morihiko is registered in New Jersey and New York. Morihiko has passed the Series 3, 5, 7, 15, 24, 63, 65, 7TO and SIE exams. Morihiko specializes in providing financial planning, pension consulting and portfolio management services. Morihiko's previous firms include MML Investors Services, LLC, GOTO Capital Markets, INC., UTENDAHL CAPITAL GROUP, LLC, UTENDAHL CAPITAL PARTNERS, L.P., RBS GREENWICH CAPITAL, PAINEWEBBER INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Morihiko Goto 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

1963 NJ 34 BLDG B

WALL, NJ 07719

$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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Morihiko Goto’s Registration & Firm History

NJ

11/25/2022 - Present

Eagle Strategies LLC (WALL NJ)

NJ

05/20/2019 - 02/07/2022

MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)

NY

02/18/2011 - 05/26/2015

GOTO CAPITAL MARKETS, INC. (NEW YORK NY)

NY

10/10/2007 - 07/02/2009

UTENDAHL CAPITAL GROUP, LLC (NEW YORK NY)

NY

10/10/2007 - 07/02/2009

UTENDAHL CAPITAL PARTNERS, L.P. (NEW YORK NY)

CT

06/04/1992 - 10/12/2007

RBS GREENWICH CAPITAL (GREENWICH CT)

NJ

06/26/1991 - 03/17/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

09/25/1984 - 07/02/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 7/2/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/26/2010

Series 24 - General Securities Principal Examination

BC

Issued 7/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 5/20/2019

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

BC

Issued 5/26/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/1984

Series 3 - National Commodity Futures Examination

BC

Issued 11/6/1984

Series 5 - Interest Rate Options Examination

BC

Issued 9/28/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 9/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Morihiko Goto. Review regulatory record here.
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