J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
25yrs
Daniel Eagan is a fiduciary financial advisor in San Francisco, California, with 25 years in the industry. Daniel joined Alliancebernstein in 2018, after a year at Hirtle & CO.. Alliancebernstein offers financial planning, investment management, and private fund management and is paid through a percentage of assets, subscription fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 13% by experience at Alliancebernstein
Office555 California St. Suite 4300, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Subscription, Flat fee, Commissions, Performance fee
Typical client at the firm ?$3.03 million
Advisors at the firm516
States licensed ?2 states
Services through Alliancebernstein
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowAlliancebernstein L.P.Current firm
- Jan 2017 – Jan 2018Hirtle & CO., LLCPreviously
- 2005 – 2017Alliancebernstein L.P.Previously
Contact Daniel
(615) 622-0000Firm headquarters in Nashville, TN. Ask for Daniel. 555 California St. Suite 4300San Francisco, CA 94104Office · Get directions Instagram pageAlliancebernstein
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Questions to ask Daniel
Tailored to Daniel’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Alliancebernstein at (615) 622-0000 and ask for Daniel Eagan. Daniel works from the San Francisco, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. Top 13% by experience at Alliancebernstein.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Alliancebernstein reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Daniel 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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