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Peter Thompson

Eagle Strategies LLC

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About Peter Thompson

Peter Thompson is an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor firm with offices in New York, New York and Andover, Massachusetts. Peter has been active in the financial services industry since December 19, 2019. Peter holds the Series 63, Series 65, and Series 7 licenses and the SIE designation. Peter specializes in working with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Peter’s firm provides financial planning, pension consulting, and portfolio management services.

Firm Information

Peter Thompson 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

NEW YORK LIFE

ANDOVER, MA 01810

$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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Peter Thompson’s Registration & Firm History

MA

03/24/2021 - Present

Eagle Strategies LLC (ANDOVER MA)

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Licenses & Designations

IA

Issued 3/5/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2019

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

BC

Issued 12/4/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Thompson.
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