Berto Cabral
Investment adviser representative at Eagle Strategies LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Riverrise Financial, LLCJan 2025 to now
- Mass Mutual Life Insurance CompanyAug 2020 to now
- MML Investors ServicesAug 2020 to now
- Cabral Financial Group, LLCJun 2019 to now
- Eagle Strategies LLCMay 2018 to now
- Quinn Wealth Strategies, LLCSep 2020 to May 2024
- New York Life Ins CoFeb 2012 to Aug 2020
- Nylife Securities, LLCFeb 2012 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6025424
- Firm CRD
- 110826