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Susan Leslie Green

Eagle Strategies LLC

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About Susan Leslie Green

Susan Green has been in the financial services industry since 1986. Susan is currently a registered representative of Eagle Strategies LLC. Susan has held previous positions with METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, METROPOLITAN LIFE INSURANCE COMPANY, IFMG SECURITIES, INC., INDEPENDENT FINANCIAL SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., FLEET BROKERAGE SECURITIES, INC., SHAWMUT BROKERAGE, INC., UNION TRUST BROKERAGE SERVICES, INC., DOMINICK & DOMINICK, INCORPORATED, LADENBURG, THALMANN & CO., INC., PRUDENTIAL-BACHE SECURITIES INC., OPPENHEIMER & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Susan is a registered Investment Advisor and holds several licenses including Series 7, 63, 65, and 66. Susan specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Susan Green 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

FT PIERCE, FL

$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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Susan Green’s Registration & Firm History

FL

08/03/2021 - Present

Eagle Strategies LLC (FT PIERCE FL)

CT

04/03/2006 - 07/13/2015

METLIFE SECURITIES INC. (SHELTON CT)

CT

10/02/2013 - 01/02/2015

NEW ENGLAND SECURITIES (SHELTON CT)

CT

04/03/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)

NY

02/07/1997 - 04/04/2006

IFMG SECURITIES, INC. (PURCHASE NY)

NA

02/07/1997 - 08/27/1998

INDEPENDENT FINANCIAL SECURITIES, INC.

NC

04/01/1996 - 08/07/1996

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

06/07/1993 - 04/09/1996

FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)

NA

01/24/1996 - 02/08/1996

SHAWMUT BROKERAGE, INC.

NA

05/29/1990 - 06/09/1993

UNION TRUST BROKERAGE SERVICES, INC.

CT

10/03/1988 - 12/11/1989

DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)

NA

09/20/1988 - 10/04/1988

DOMINICK & DOMINICK, INCORPORATED

NA

07/22/1987 - 09/29/1987

LADENBURG, THALMANN & CO., INC.

NA

09/27/1984 - 07/15/1987

PRUDENTIAL-BACHE SECURITIES INC.

NA

04/24/1984 - 11/26/1984

OPPENHEIMER & CO., INC.

NA

12/21/1983 - 03/01/1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 3/27/2018

Series 66 - Uniform Combined State Law Examination

IA

Issued 5/31/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/4/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/10/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/2/1993

Series 24 - General Securities Principal Examination

BC

Issued 2/21/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Leslie Green.
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