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Steven M Cook

Eagle Strategies LLC

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About Steven M Cook

Steven Cook is a financial advisor with Eagle Strategies LLC, based in Saint Louis, MO. Steven has been in the industry since 2001. Steven is registered with the state of Missouri as a Registered Representative and Investment Advisor Representative. Steven is also licensed with FINRA (Financial Industry Regulatory Authority) and has earned the Series 7, Series 66, and SIE certifications. Steven has experience in various financial services areas, including financial planning, portfolio management, and investment advisory services. Prior to joining Eagle Strategies LLC, Steven was employed by CETERA FINANCIAL SPECIALISTS LLC and CETERA INVESTMENT ADVISERS LLC.

Firm Information

Steven Cook 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

4614 MACKLINE AVE

SAINT LOUIS, MO 63109

$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 Cook’s Registration & Firm History

MO

12/21/2022 - Present

Eagle Strategies LLC (SAINT LOUIS MO)

MO

11/10/2000 - 06/28/2022

CETERA FINANCIAL SPECIALISTS LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 8/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven M Cook. Review regulatory record here.
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