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Vinod Mehta

Eagle Strategies LLC

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About Vinod Mehta

Vinod Mehta is a financial advisor with Eagle Strategies LLC. Vinod has been working in the securities industry since January 6, 2003. Vinod is registered with the state of New Mexico as an investment advisor representative and is also registered in Texas as an investment advisor representative, Vinod is also registered in Kentucky, Maryland, Minnesota, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, and Texas as a broker. Vinod has a Series 6, Series 63, Series 65, and SIE license. Vinod is associated with Eagle Strategies LLC. Vinod Mehta has a special focus on working with individuals, corporations, insurance companies, charitable organizations, and high-net-worth individuals.

Firm Information

Vinod Mehta 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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Vinod Mehta’s Registration & Firm History

NM

07/13/2023 - Present

Eagle Strategies LLC (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 08/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vinod Mehta.
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