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William Joseph Terry

Eagle Strategies LLC

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About William Joseph Terry

William Joseph Terry is a registered Investment Advisor Representative and an active advisor with Eagle Strategies LLC. William joined Eagle Strategies LLC in December 2012, bringing more than 16 years of experience in the financial services industry. He is also a registered securities representative, and he has experience with investments in securities, investment company products, and variable contracts. William is licensed in Connecticut, Maine, Massachusetts, New Hampshire, and Rhode Island. William specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

William Terry 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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William Terry’s Registration & Firm History

MA

01/04/2013 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

BC

Issued 08/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Terry.
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