Joshua Abrams sanborn
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Joshua Abrams sanborn? 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
13 years in the industry.
- Ostberg & Associates Financial Services and Insurance, LLCApr 2026 to now
- Eagle Strategies LLCFeb 2026 to now
- Nylife Securities LLCJul 2025 to now
- New York Life Insurance CompanyMar 2025 to now
- Holyoke Public SchoolsAug 2021 to Jun 2025
- Malden Public SchoolsAug 2019 to Aug 2021
- UnemployedAug 2018 to Jul 2019
- Aspira Inc. of PaSep 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 8036065
- Firm CRD
- 110826