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Scott Paul MacDonald

Eagle Strategies LLC

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About Scott Paul MacDonald

Scott Paul MacDonald is an investment advisor representative with over 25 years of experience in the financial services industry. Scott is registered with Eagle Strategies LLC and has held a Series 6 and Series 63 license since 1998. In addition to the SIE exam, Scott also holds the Certified Financial Planner® and Chartered Financial Consultant designations. Scott is experienced in working with individuals, families, and businesses, providing them with a wide range of services, including financial planning, portfolio management, and retirement planning. Scott is also a volunteer assistant coach for his son's hockey teams.

Firm Information

Scott MacDonald 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 MacDonald’s Registration & Firm History

MA

07/22/2021 - Present

Eagle Strategies LLC (DEDHAM MA)

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Licenses & Designations

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Scott Paul MacDonald. Review regulatory record here.
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