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Steven Richard Enna

Eagle Strategies LLC

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About Steven Richard Enna

Steven Enna is a financial advisor with Eagle Strategies LLC. Steven is registered with the state of Kansas and holds FINRA Series 66, Series 7, and Series 7TO licenses. Steven has been in the financial industry for over seven years and has experience working for several firms including Principal Securities, Inc., FAS Corp., and NYLIFE SECURITIES LLC. Steven is a member of the New York Life team and is also operating under the DBA name of Enna and Associates for the purpose of selling New York Life products and services. Steven provides financial planning, portfolio management, and educational seminars to clients.

Firm Information

Steven Enna 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

7101 COLLEGE BLVD

OVERLAND PARK, KS 66210

$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 Enna’s Registration & Firm History

KS

01/27/2023 - Present

Eagle Strategies LLC (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 5/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 7/12/2022

SIE - Securities Industry Essentials Examination

BC

Issued 8/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Richard Enna.
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