Susan M Crannell
Investment adviser representative at Eagle Strategies LLC
9 yearsExperience
2 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
9 years in the industry.
- Eagle Strategies LLCNov 2023 to now
- NY Life Securities LLCOct 2023 to now
- The Di Bella Financial Group LLCSep 2023 to now
- Securities America AdvisorsApr 2023 to Aug 2023
- Securities America, Inc.Apr 2023 to Aug 2023
- Goldman Sachs & Co. LLCJan 2021 to Apr 2023
- The Ayco Company, L.p./mercer AlliedApr 2019 to Jan 2021
- The Ayco Company, L.p./goldman SachsOct 2014 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6406331
- Firm CRD
- 110826