Michael Marius Russo
Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
3 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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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
17 years in the industry.
- Eagle Strategies LLCMar 2023 to now
- New York Life Insurance CoApr 2022 to now
- Nylife Securities LLCApr 2022 to now
- Aegis Investment Partners LLCSep 2021 to Mar 2022
- MML Investor Services LLCJun 2021 to Sep 2021
- MassmutualJul 2019 to Sep 2021
- MML Investors Services LLCJul 2019 to Feb 2020
- New York LifeJan 2018 to Jul 2019
- UnemployedJan 2017 to Jan 2018
- Nationwide Fund Distributors LLCOct 2009 to Dec 2016
- Nationwide Funds GroupSep 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
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
- 2659139
- Firm CRD
- 110826