Advisor at Eagle Strategies (NY Life)
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Strategies (NY Life)
Location
Enumclaw, WA
Credentials
Series 63, Series 65
Industry experience
15 years
$0+: Up to 0.80% annually (Retirement Plan Consulting Program, negotiable, may be tiered) $0+: 0.05% to 0.80% annually (ERISA Investment Manager Program, negotiable, may be tiered) $0+: 0% to 1.25% annually (Co-Advisory Program, negotiable) $0+: 0% to 1.00% annually (New York Life Premier Advisory Variable Annuity, negotiable)
Commissions and other compensation may be received by IARs acting as insurance agents or registered representatives for insurance, annuities, and securities products sold separately from advisory services.
Hourly fee-based advice generally ranges from $100 to $400 per hour, negotiable.
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years; payment options include annual, monthly or quarterly installments.
Fee-only: Financial planning fees range from $500 to $35,000 per plan; hourly advice fees $100 to $400 per hour; seminar fees $35 to $200 per attendee; Foundational Analysis is free.
New York Life Insurance Company
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Covington, WA
Fidelity
Ai Mendoza is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop financial plans aimed at achieving their goals. She has held this role since 2022. Prior to joining Fidelity Investments, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022, gaining experience in client financial services and banking. Outside of her professional career, Ai enjoys family activities, fishing, social events with friends, gardening, and outdoor adventures.
Series 66
Bonneylake, WA
Fidelity
Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.
Series 66
Auburn, WA
Edward Jones
Series 63, Series 65, Series 66
Kent, WA
Edward Jones
CFP®, ChFC®, Series 65, Series 66
Enumclaw, WA
Edward Jones
Series 66
Bonney Lake, WA
Edward Jones
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