AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MT

Matthew Sprague Turco

EAGLE STRATEGIES
WAKEFIELD, RI
·CRD# 4627075·23 years experience

Professional Summary

Matthew Sprague Turco, who also goes by Matthew S Turco, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wakefield, Rhode Island and NYLIFE SECURITIES LLC located in Wakefield, Rhode Island. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew S Turco

Blog Corner

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
View profile
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Years of Experience

23 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
254 Robinson Street Suite 201a, Wakefield, RI 02879
March 13, 2023 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
254 Robinson Street Suite 201a, Wakefield, RI 02879
February 17, 2003 - Present

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

Contact Information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone Number

(888) 695-3245

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; LIFE BROKERAGE BUSINESS; 10 ORMS ST. PROVIDENCE, RI 02904; INSURANCE AGENT; COMMISSIONS;LIFE INSURANCE AND ANNUITY SALES]

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(1/4/2012)
RR
Florida
(7/27/2022)
RR
Massachusetts
(5/22/2003)
IAR
Massachusetts
(4/7/2023)
RR
New Hampshire
(2/27/2019)
RR
New York
(1/2/2025)
RR
North Carolina
(10/10/2022)
RR
Ohio
(1/5/2012)
RR
Oregon
(5/26/2026)
RR
Rhode Island
(5/30/2003)
IAR
Rhode Island
(3/13/2023)
RR
Texas
(5/6/2026)
IAR
Texas
(5/7/2026)
RR
Vermont
(3/11/2020)
RR
Washington
(8/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2003About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2003About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Sprague Turco's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Theodore Charles Jackson
Theodore Charles Jackson

AMERIPRISE FINANCIAL SERVICES, LLC

TUSCALOOSA, AL · CRD#
Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
John Christian Bullitt
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#
Michael Patrick Mcalpin
Michael Patrick Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
MT
Follow Matthew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required