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Naomi R Dagostino

Eagle Strategies LLC

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About Naomi R Dagostino

Naomi R. Dagostino is an investment advisor representative with Eagle Strategies LLC. Naomi has been in the financial services industry since October 2, 1996. Naomi is registered with the state of Ohio as a broker-dealer and an investment adviser. Naomi is also registered with FINRA and the state of Ohio as a broker-dealer. Naomi holds the Series 6, SIE, and Series 63 licenses. Naomi has a designation as a Chartered Financial Consultant. Naomi has a history of working with individuals, corporations, and charitable organizations. Naomi is associated with Insight Financial Associates and New York Life Insurance Company in addition to Eagle Strategies LLC.

Firm Information

Naomi Dagostino 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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Naomi Dagostino’s Registration & Firm History

OH

10/14/2022 - Present

Eagle Strategies LLC (INDEPENDENCE OH)

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Licenses & Designations

BC

Issued 10/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Naomi R Dagostino.
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