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Nicholas Adam Netzer

Eagle Strategies LLC

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About Nicholas Adam Netzer

Nicholas Netzer is a financial advisor with Eagle Strategies LLC. Nicholas has been in the industry since 2022 and has a Series 63, Series 65, and Series 7TO licenses. Nicholas has experience in financial planning, portfolio management for individuals, educational seminars, and publication of periodicals. Nicholas is registered in 17 states, including Illinois, Missouri, Arkansas, California, Colorado, Florida, Indiana, Maryland, Michigan, Minnesota, Nebraska, North Carolina, South Carolina, Texas, and Utah.

Firm Information

Nicholas Netzer 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

3 CITYPLACE DRIVE

CREVE COEUR, MO 63141

$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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Nicholas Netzer’s Registration & Firm History

MO

06/14/2024 - Present

Eagle Strategies LLC (CREVE COEUR MO)

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Licenses & Designations

IA

Issued 6/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/1/2023

Series 7TO - General Securities Representative Examination

BC

Issued 3/12/2022

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

BC

Issued 2/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Adam Netzer.
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