Ronald Gruber (CRD# 4665273) is an Investment Advisor Representative working at Eagle Strategies LLC in Queensbury, NY and has over 19 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Colchester, VT | Apr 2016 - Current | 8 |
| New York Life Insurance Company | Colchester, VT | Jun 2003 - Current | 20 |
| Nylife Securities LLC | Colchester, VT | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- NY
- VT
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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