Eagle Strategies
39yrs
Top advisor by experience in Trumansburg
23yrs
Manda Lewis is a fiduciary financial advisor in Trumansburg, New York, with 23 years in the industry. Manda joined Eagle Strategies in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Trumansburg, and one of 8 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 71% of advisors at Eagle Strategies
Office1 Old Main St, Trumansburg, NY 14886
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowEagle Strategies LLCCurrent firm
Contact Manda
(888) 695-3245Firm headquarters in New York, NY. Ask for Manda. 1 Old Main StTrumansburg, NY 14886Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Manda
Tailored to Manda’s registration and firm.
- 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 Manda
How do I contact Manda?
Call Eagle Strategies at (888) 695-3245 and ask for Manda Lewis. Manda works from the Trumansburg, NY office.
How long has Manda been a financial advisor?
Manda has been in the industry since 2003, about 23 years. More experience than 71% of advisors at Eagle Strategies.
What licenses does Manda hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Manda a fiduciary?
Manda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Manda paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Manda 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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