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Stephen Michael Grey

Eagle Strategies LLC

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About Stephen Michael Grey

Stephen Michael Grey is an active advisor, registered with FINRA and the State of New York. Grey has been in the industry since February 1984 and is currently employed by Eagle Strategies LLC. Grey specializes in providing financial planning services and has a significant client base, including high-net-worth individuals, corporations, and charitable organizations. Stephen has earned the Chartered Financial Consultant designation. He is also licensed in 20 states and holds Series 6, 22, and 63 licenses, along with the SIE. Grey's firm offers a range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

Firm Information

Stephen Grey 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

56 CLIFTON COUNTRY ROAD

CLIFTON PARK, NY 12065

$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 Grey’s Registration & Firm History

NY

08/02/2021 - Present

Eagle Strategies LLC (CLIFTON PARK NY)

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Licenses & Designations

BC

Issued 9/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/27/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 2/15/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Michael Grey. Review regulatory record here.
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