Michael Boubert

Financial advisor at Eagle Strategies LLC · New York, NY

Last updated 2026-10-10

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Michael Boubert is a financial advisor at Eagle Strategies LLC in New York, NY, CRD 2931958. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2021-08-03.

Registration

CRD number
2931958
Registration status
Active
IAPD registration
2021-08-03
Industry Experience
5 years
Work Experience
34 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 66

Designations

  • Chartered Financial Consultant

Work history

  • 1992-09 to Present · New York Life Insurance Co · New York, NY
  • 1997-07 to Present · Nylife Securities Inc. · New York, NY
  • 2012-07 to Present · Eagle Strategies LLC · New York, NY

Current employment

SEC IAPD record for Michael Boubert

Eagle Strategies LLC

Regulatory AUM
$32,040,850,438
Registered advisors
2,496
Offices
1,521
Clients per advisor
53.6 (Low)
Average AUM per client
$239.3K (Low)
High-net-worth client ratio
20.3% (Moderate)

Eagle Strategies LLC: advisors, services and reported ETF investments

About

Michael Boubert is a Chartered Financial Consultant financial advisor at Eagle Strategies LLC in New York, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 5 years of industry experience and 34 years of reported work history.

Eagle Strategies LLC's firm-level Form ADV reports 2,496 advisors across 1,521 offices; approximately 53.6 clients per advisor, average assets per client of $239,289, and regulatory AUM of $32B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $835.1M across 166 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Boubert personally.

Reported ETF positions

Eagle Strategies reports 166 ETF positions worth $835.1M on Form 13F; the largest are listed.

Largest ETF positions reported by Eagle Strategies
FundReported value
SPYM — State Street SPDR Portfolio S&P 500 ETF$67.3M
FNDX — Schwab Fundamental U.S. Large Company ETF$56.4M
VUG — Vanguard Morningstar Growth ETF$44.9M
VEA — Vanguard FTSE Developed Markets ETF$37.5M
VO — Vanguard Morningstar Mid-Cap ETF$35.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Eagle Strategies LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

420 Lexington Avenue, New York, NY 10170

21 advisors at this office.

Eagle Strategies office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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