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Randall Joseph Giorgi

Eagle Strategies LLC

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About Randall Joseph Giorgi

Randall Giorgi is a financial advisor with Eagle Strategies LLC. Randall has over 30 years of experience in the financial industry. Randall is registered to provide investment advice in 27 states, including California, Texas, and New York. Randall specializes in providing financial planning, investment management, and insurance services to a wide range of clients, including individuals, families, and businesses. Randall has a strong commitment to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Randall has been recognized as a Certified Financial Planner (CFP®).

Firm Information

Randall Giorgi 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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Randall Giorgi’s Registration & Firm History

CA

06/05/2015 - Present

Eagle Strategies LLC (SANTA MARIA CA)

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Licenses & Designations

BC

Issued 09/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/12/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Randall Joseph Giorgi. Review regulatory record here.
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