Keith Zuckerberg
Investment adviser representative at Eagle Strategies LLC
14 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Keith Zuckerberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Eagle Strategies LLCJun 2024 to now
- Nylife Securities LLCNov 2023 to now
- New York Life Insurance CoOct 2023 to now
- Citizens Securities, Inc.Aug 2022 to Aug 2023
- Cetera Investment Advisors LLCSep 2018 to Aug 2022
- Cetera Investment Services LLCSep 2018 to Aug 2022
- Investors BankSep 2018 to Aug 2022
- Capital One Sharebuilder, Inc.Jan 2015 to Sep 2018
- Sharebuilder 401kJan 2015 to Sep 2018
- Capital One Financial AdvisorsSep 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2313753
- Firm CRD
- 110826