Morgan Stanley
47yrs
Top advisor by experience in New York
25yrs
Michael Boubert
Financial advisor at Eagle Strategies
Michael Boubert is a fiduciary financial advisor in New York, New York, with 25 years in the industry. Michael joined Eagle Strategies in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the ChFC designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in New York
Office420 Lexington Avenue 14th 15th Floor, New York, NY 10170
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.
Career
- 2021 – nowEagle Strategies LLCCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Eagle Strategies at (888) 695-3245 and ask for Michael Boubert. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 25 years. Top 22% by experience in New York.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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