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Sanford Eric Bressick

Eagle Strategies LLC

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About Sanford Eric Bressick

Sanford Eric Bressick is an investment advisor representative at Eagle Strategies LLC. Sanford has been in the industry since 1986 and has passed several exams including the Series 6, Series 7 and the Uniform Combined State Law Examination (Series 66). Sanford also holds registrations in multiple states including California, Texas, Arizona, Florida, Hawaii, Idaho, New York, Oregon, Utah and Washington. Sanford has a long history of working with both individuals and businesses and specializes in financial planning, pension consulting, educational seminars and portfolio management.

Firm Information

Sanford Bressick 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

321 COLLEGE AVE

SANTA ROSA, CA 95401

$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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Sanford Bressick’s Registration & Firm History

CA

07/26/2017 - Present

Eagle Strategies LLC (SANTA ROSA CA)

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Licenses & Designations

BOTH

Issued 4/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 5/1/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sanford Eric Bressick.
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