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Antonio Joseph Benedetti

Investment adviser representative at Eagle Strategies LLC
12 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

12 years in the industry.

  1. Eagle Strategies LLCAug 2026 to now
  2. Nyl Securities LLCJan 2025 to now
  3. New York Life Insurance CompanyOct 2024 to now
  4. UnemployedJul 2024 to Oct 2024
  5. Ccmr3May 2023 to Jul 2024
  6. UnemployedJan 2023 to May 2023
  7. Bhg FinancialSep 2022 to Jan 2023
  8. Benedetti Builders LLCMar 2018 to Sep 2022
  9. UnemployedJan 2014 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

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
7992056
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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