Ali Agha, financial advisor White Plains NY

Ali Agha

CRD Number: 5680772
Current Firm: Eagle Strategies LLC

Ali Agha (CRD# 5680772) is an Investment Advisor Representative working at Eagle Strategies LLC in White Plains, NY and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Brooklyn, NY Dec 2017 - Current 6
Nylife Securities LLC New York, NY Mar 2010 - Current 14
New York Life Insurance Company New York, NY Jun 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
Contact Info for Ali Agha
Phone Number: (888) 695-3245
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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