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Steven Hicks

Eagle Strategies LLC

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About Steven Hicks

Steven Hicks is a financial advisor with Eagle Strategies LLC, located in Creve Coeur, MO. Steven has been in the industry since 2018 and holds both Series 7 and Series 66 licenses. Steven has a strong background in helping individuals and corporations with their financial planning needs, including retirement planning, college savings, and investment management. Steven has a passion for helping people achieve their financial goals and believes in building strong relationships with his clients. Steven is also an ordained minister and offers non-investment related services to friends and family.

Firm Information

Steven Hicks is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Steven Hicks’s Registration & Firm History

MO

04/21/2023 - Present

Eagle Strategies LLC (CREVE COEUR MO)

MO

03/19/2018 - 02/27/2023

NYLIFE SECURITIES LLC (CHESTERFIELD MO)

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Licenses & Designations

BOTH

Issued 08/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Hicks.
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