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Stephen A Griffin

Eagle Strategies LLC

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About Stephen A Griffin

Stephen A. Griffin is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with Eagle Strategies LLC and has been with the firm since August 2008. Stephen has a wide range of experience in financial planning, portfolio management, and investment advising. Stephen holds a Series 6, Series 63, and SIE licenses and is a Certified Financial Planner. Stephen has a strong commitment to providing personalized financial advice to his clients and helping them achieve their financial goals. Stephen is also a licensed insurance broker, and has been the owner of Full Spectrum Financial Group since 2017. Stephen's expertise in insurance allows him to provide clients with comprehensive financial planning advice.

Firm Information

Stephen Griffin 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

306 N RHODES AVENUE

SARASOTA, FL 34237

$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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Stephen Griffin’s Registration & Firm History

FL

12/01/2023 - Present

Eagle Strategies LLC (SARASOTA FL)

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Licenses & Designations

BC

Issued 11/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen A Griffin.
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