![Daniel Pearsall, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Daniel Pearsall (CRD# 5557588) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Saratoga Springs, NY | Jun 2021 - Current | 3 |
Tailored Wealth Solutions Llc D/b/a Tailored Wealth Solutions | Saratoga Springs, NY | May 2021 - Current | 3 |
New York Life Insurance Co | Latham, NY | Mar 2020 - Current | 4 |
Nylife Securities LLC | Latham, NY | Mar 2020 - Current | 4 |
Tarella And Testa Financial Group | Saratoga Springs, NY | Jan 2021 - May 2021 | < 1 |
Unemployed | New York, NY | Jun 2019 - Feb 2020 | < 1 |
Waterfall Asset Management | New York, NY | Jul 2013 - May 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NY
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Total Assets Under Management20,358MILLIONS
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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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