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Pantelis Xidias

Eagle Strategies LLC

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About Pantelis Xidias

Pantelis Xidias is an investment advisor representative at Eagle Strategies LLC. Pantelis Xidias has 2 years of experience in the securities industry and is registered with the state of Illinois as a Registered Investment Advisor. Pantelis Xidias has passed the Series 65 and Series 63 exams. Pantelis Xidias is also a registered representative with Eagle Strategies LLC and holds the Series 7TO and SIE licenses. Pantelis Xidias has been employed by Eagle Strategies LLC since July of 2023. Prior to that, Pantelis Xidias was employed by Northwestern Mutual Investment Services LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Pantelis Xidias offers financial planning services.

Firm Information

Pantelis Xidias 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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Pantelis Xidias’s Registration & Firm History

IL

10/25/2024 - Present

Eagle Strategies LLC (CHICAGO IL)

IL

05/04/2021 - 10/22/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2021

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

BC

Issued 03/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pantelis Xidias.
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