Eagle Strategies
40yrs
Top advisor by experience in Sunrise
2yrs
Peter Triolo
Financial advisor at Eagle Strategies
Based in Sunrise, Florida, Peter Triolo is a fiduciary financial advisor with 2 years of industry experience. Peter has been with Eagle Strategies since 2025. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 66 advisors with offices in Sunrise, and one of 59 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1300 Concord Terrace 5th Floor, Sunrise, FL 33323
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowEagle Strategies LLCCurrent firm
Contact Peter
Local office(954) 389-6620Ask for Peter. (888) 695-3245Main office · New York, NY 1300 Concord Terrace 5th FloorSunrise, FL 33323Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Peter
How do I contact Peter?
Call Peter’s local office at (954) 389-6620 or the Eagle Strategies main office at (888) 695-3245, and ask for Peter Triolo.
How long has Peter been a financial advisor?
Peter has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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