Eagle Strategies LLC
CRD#2302303
Investment Advisor
in Billings, MT
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About this Advisor
Anthony Miller is a certified financial planner and chartered financial consultant based in Billings, Montana who has 25 years of relevant experience. Miller is an employee of Eagle Strategies LLC. Throughout their career, Miller has worked at New York Life Ins Co, Nylife Securities LLC, Anthony D. Miller Consulting Group, LLC, Miller, Gams & Associates, LLC, Retirement Solutions, Rocky Mountain College and Eagle Strategies LLC. Miller has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Montana and Texas.Eagle Strategies LLC is a company that has its headquarters in New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It oversees $17 billion in assets under management across its 87,580 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Eagle Strategies LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on which service is offered. Fees charged by Eagle Strategies LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant
Years Registered*
25 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees
Office Location
178 South 32Nd Street West Suite 1
Billings, MT 59102
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Eagle Strategies LLC Brokerage Details
Total Assets Under Management
$16,667,263,900
MT Average: $7,464,549,021
Total Number of Employees
2,392
MT Average: 88
Total Number of Accounts
87,580
MT Average: 3,892
Average Account Size
$190,309
MT Average: $1,917,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Anthony Miller Work History
Anthony has been registered as a financial advisor for 25 years.*
2008 - Present (16 years)
Retirement Solutions
2005 - Present (19 years)
Anthony D. Miller Consulting Group, LLC
2005 - Present (19 years)
Miller, Gams & Associates, LLC
1998 - Present (26 years)
Eagle Strategies LLC
1996 - Present (28 years)
New York Life Ins Co
1996 - Present (28 years)
Nylife Securities LLC
2010 - 2018 (8 years)
Rocky Mountain College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Joshua Mccarthy
Buffalo, NY
Sarah Johnson
Auburn, CA
Minh-Chau Pham Nguyen
Tacoma, WA
Walter Lawrence
Monroe, LA
Bradley Brodersen
Lincoln, NE
Joseph Portello
New York, NY
Christopher Mcdonald
Chicago, IL
Jaclyn Magbitang
San Mateo, CA
Learn more about Eagle Strategies LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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As a seasoned financial expert with a deep understanding of investment advisory services, I bring substantial knowledge to the table to analyze the information provided about Eagle Strategies LLC and Anthony Miller. My expertise is demonstrated through a comprehensive understanding of the financial industry, including relevant certifications, regulations, and industry practices.
Anthony Miller, a certified financial planner and chartered financial consultant based in Billings, Montana, boasts an impressive 25 years of experience in the field. His extensive work history includes notable positions at New York Life Ins Co, Nylife Securities LLC, Anthony D. Miller Consulting Group, LLC, Miller, Gams & Associates, LLC, Retirement Solutions, Rocky Mountain College, and his current role at Eagle Strategies LLC. Holding Series 63 and Series 65 licenses, Miller is designated as both a securities agent and an investment advisor representative, showcasing a well-rounded skill set.
Eagle Strategies LLC, headquartered in New York, NY, emerges as a prominent investment advisory firm with a widespread presence, encompassing 828 locations and employing a substantial workforce of 2,392 advisors. The company manages an impressive $17 billion in assets across 87,580 customer accounts, solidifying its position as one of the nation's largest investment advisory firms by assets under management. Notably, Eagle Strategies LLC extends its services to 175 charitable organizations, with 17% of its client accounts associated with high-net-worth clients possessing at least $1 million in investable assets.
The firm offers a diverse range of services, including financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and the publication of newsletters and educational seminars. The fee structure is flexible, encompassing asset-based, hourly, and fixed fees, depending on the nature of the service provided.
Anthony Miller's work history reflects a consistent and long-standing commitment to the financial advisory profession, with affiliations dating back to 1996. His current role at Eagle Strategies LLC since 1998 attests to his stability and dedication to the firm.
Eagle Strategies LLC's brokerage details reveal a substantial total assets under management (AUM) of $16,667,263,900, with an average account size of $190,309. The firm's robust infrastructure includes 87,580 client accounts, each managed by a team of 2,392 advisors.
In the realm of financial advisory, due diligence is paramount. Therefore, it is advisable for potential clients to review Anthony Miller's SEC profile for any disclosures and carefully assess their suitability for their financial needs. Eagle Strategies LLC's roster of financial advisors includes professionals like Joshua Mccarthy, Sarah Johnson, Minh-Chau Pham Nguyen, Walter Lawrence, Bradley Brodersen, Joseph Portello, Christopher Mcdonald, and Jaclyn Magbitang, adding depth to the firm's expertise.
In conclusion, the information provided offers a comprehensive overview of Anthony Miller's background, Eagle Strategies LLC's profile, and the breadth of services and scale the firm operates within. This thorough analysis is conducted from the perspective of an expert with a deep understanding of the financial advisory landscape.
