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Stephen Mark Cardinal

Eagle Strategies LLC

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About Stephen Mark Cardinal

Stephen Cardinal is an investment advisor representative with Eagle Strategies LLC based in Albany, New York. Stephen has been working in the financial services industry since March 27, 2022, and is registered with FINRA, as well as the states of California, Massachusetts, New Jersey and New York. Stephen is also registered as an investment advisor representative in New York. Stephen holds the Series 63, Series 66 and Series 7TO licenses as well as the SIE exam. Stephen also provides services as an insurance broker and is affiliated with The Di Bella Financial Group, LLC. Stephen specializes in providing financial planning services, pension consulting, educational seminars, publication of periodicals and portfolio management for individuals.

Firm Information

Stephen Cardinal 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

5 WASHINGTON SQUARE

ALBANY, NY 12205

$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 Cardinal’s Registration & Firm History

NY

08/12/2022 - Present

Eagle Strategies LLC (ALBANY NY)

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Licenses & Designations

BOTH

Issued 8/9/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 2/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Mark Cardinal.
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