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Sean Patrick Treanor

Eagle Strategies LLC

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About Sean Patrick Treanor

Sean Treanor is an investment advisor representative with Eagle Strategies LLC. Sean has been in the industry for 1 year. Sean is licensed in New York. Sean is also Series 7 and SIE licensed. Sean holds the General Securities Representative Examination and the Securities Industry Essentials Examination. Sean has worked at Hudson Financial Group, New York Life Company and NYLIFE SECURITIES LLC.. Sean has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Eagle Strategies LLC provides portfolio management for individuals and financial planning. They are a registered investment adviser firm with the SEC. They manage approximately $20,357,746,578 in assets. They have 95,287 total accounts, with 2,652 discretionary accounts.

Firm Information

Sean Treanor 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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Sean Treanor’s Registration & Firm History

NY

02/14/2025 - Present

Eagle Strategies LLC (TAPPAN NY)

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Licenses & Designations

BC

Issued 08/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Patrick Treanor.
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