


Eagle Strategies Revenue
Financial Services • United States • 501-1000 Employees
Eagle Strategies revenue & valuation
| Annual revenue | $26,100,000 |
| Revenue per employee | $42,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $83,300,000 |
| Total funding | No funding |
Key Contacts at Eagle Strategies
Curt Carey
Owner
George Costaikis
Owner
Tony Orizotti
Owner
Chris Hatton
Owner
Company overview
| Headquarters | United States |
| Phone number | +174806771 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Advisory Services, Education Savings, Investment & Wealth Retention Strategies |
| Founded | 1994 |
| Employees | 501-1000 |
| Socials |
Eagle Strategies Email Formats
Eagle Strategies uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@eaglestrategies.com), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@eaglestrategies.com | 61.1% |
{first initial}{last name} | jdoe@eaglestrategies.com | 36% |
{last name}{last name} | doedoe@eaglestrategies.com | 1.7% |
About Eagle Strategies
Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals. We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes. To get started on implementing your financial strategy, click below to find an Advisor in your area: http://www.eaglestrategies.com/contact-us/ Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. * Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Eagle Strategies has 574 employees across 6 departments.
Departments
Number of employees
Funding Data
Eagle Strategies has never raised funding before.
Eagle Strategies Tech Stack
Discover the technologies and tools that power Eagle Strategies's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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