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Seth Mccarty

Eagle Strategies LLC

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About Seth Mccarty

Seth McCarty is a registered investment advisor representative with Eagle Strategies LLC. Seth has been active in the industry since 2024 and holds Series 7TO, SIE, 63, and 65 licenses. Seth is registered with the state of Texas, Mississippi, and Oregon. Seth has a background in business and has worked for various organizations, including the University of Mary Hardin-Baylor, Lone Star Guns, and West Texas A&M University. Seth provides financial planning and portfolio management services to individuals and corporations. Seth is also involved with charitable organizations and has worked with high-net-worth individuals. Seth believes in providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Seth Mccarty 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

6200 BRIDGEPOINT PARKWAY

AUSTIN, TX 78730

$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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Seth Mccarty’s Registration & Firm History

TX

03/26/2024 - Present

Eagle Strategies LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 9/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 8/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Mccarty.
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