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Scott Goldman

Eagle Strategies LLC

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About Scott Goldman

Scott Goldman is a financial advisor with Eagle Strategies LLC, a registered investment advisor with offices in New York, NY. Scott has been a financial professional since 2020 and has a background in finance and education. Scott offers financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Scott is also an insurance broker, appointed with outside carriers for the purpose of brokering non-registered products. Scott Goldman is registered in Michigan and holds Series 7TO, Series 66 and SIE licenses.

Firm Information

Scott Goldman 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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Scott Goldman’s Registration & Firm History

MI

02/12/2024 - Present

Eagle Strategies LLC (GRAND RAPIDS MI)

MI

05/18/2022 - 08/21/2023

LPL FINANCIAL LLC (PORTAGE MI)

MI

01/19/2021 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (KALAMAZOO MI)

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Licenses & Designations

BOTH

Issued 04/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Goldman.
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