Eagle Strategies LLC

Overview

Eagle Strategies LLC is an SEC registered investment adviser based in New York, NY, registered since 1988. It reports $32B in assets under management across 133,900 accounts, with 3,190 employees. It has 2,485 investment adviser representatives.

Reported AUM

$32B

Discretionary

5%

Accounts

133,900

Average account

$239K

Employees

3,190

Advisory reps

2,485

Registered since

1988

Jurisdictions

51

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 11

• John Michael Boccio President, Chief Executive Officer CRD 4600977
• Dylan Wei Huang Chairman CRD 6233208
• Mitchell Pary Ascione Vice President, Chief Operating Officer CRD 1897252

8 more executive officers, with direct contact details

Advisory reps 3 of 2,485

• Ehab Abdalla Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5570550
• John Paul K Abenoja Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5866760
• Alexis Zeleznik Stecker Ablezer Registered Rep · Investment Adviser Rep CRD 5563596

2,482 more advisory reps, with emails, phones and branch locations

Location

Headquarters

51 Madison Ave Fl 12
New York, NY 10010

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: eaglestrategies.com

Every state, with registration dates

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