Eagle Strategies
42yrs
Top advisor by experience in Victor
39yrs
Michael Conley
Financial advisor at Eagle Strategies
Michael Conley is a financial advisor in Victor, New York, with 39 years in the industry. After three years at MML Investors Services and a year at Private Advisor Group, Michael joined Eagle Strategies in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the ChFC designation.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience at Eagle Strategies
Office209 High Point Dr Suite 310, Victor, NY 14564
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowEagle Strategies LLCCurrent firm
- 2021 – 2024MML Investors Services, LLCPreviously
- Nov 2013 – Jun 2014Private Advisor Group, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Eagle Strategies at (888) 695-3245 and ask for Michael Conley. Michael works from the Victor, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1988, about 39 years. Top 5% by experience at Eagle Strategies.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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