linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Michael Machado

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Michael Machado

Stephen Machado is a financial advisor with Eagle Strategies LLC. Stephen is based in ELK GROVE, CA. Stephen has been in the industry for 8 years. Stephen is registered with the state of California and is Series 63, Series 65, Series 6TO and SIE qualified. Eagle Strategies LLC is a firm that provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. The firm has over 20 billion dollars in assets under management.

Firm Information

Stephen Machado 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

9280 W STOCKTON BLVD

ELK GROVE, CA 95758

$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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Machado’s Registration & Firm History

CA

10/25/2024 - Present

Eagle Strategies LLC (ELK GROVE CA)

Not sure if Stephen Michael Machado is right for you?

Licenses & Designations

BC

Issued 3/27/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 8/25/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 9/6/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Machado.
Not sure if Stephen Michael Machado is right for you?