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Paul Michael Habib

Eagle Strategies LLC

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About Paul Michael Habib

Paul Habib is a financial professional with over 10 years of experience in the financial services industry. Paul currently works with Eagle Strategies LLC, a firm registered with the Securities and Exchange Commission (SEC) and with several state securities authorities. The firm provides financial planning, portfolio management, pension consulting, and other services to individuals, businesses, and charitable organizations. Paul is licensed in several states and holds the Series 63, Series 66, Series 7, and SIE licenses. Paul also has experience working for EZE CASTLE TRANSACTION SERVICES LLC and NYLIFE Securities LLC.

Firm Information

Paul Habib 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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Paul Habib’s Registration & Firm History

MA

05/01/2018 - Present

Eagle Strategies LLC (DANVERS MA)

MA

07/27/2012 - 02/02/2016

EZE CASTLE TRANSACTION SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/04/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Michael Habib.
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