Eagle's Crest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle’s Crest Advisors, LLC provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual clients (including high-net-worth clients) and plan sponsors, offering standalone planning or integrated investment management depending on client needs.
The firm generally implements tailored, asset-allocation–driven portfolios using mutual funds, ETFs, stocks, and bonds and relies primarily on fundamental analysis to select investments. Investment management is typically provided on a discretionary basis under an Investment Advisory Agreement and Limited Power of Attorney, with periodic reviews at least annually and the option for non-discretionary engagement or standalone planning services.
Noteworthy aspects include a small organizational structure led by a single principal/managing member with a compact advisory team, yet managing roughly $125.9 million in client assets since its launch in April 2025, and a mix of retail and institutional services such as retirement plan consulting. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales (a disclosed conflict of interest), that the firm recommends a primary custodian (SEI) and participates in custodian programs, and that it may accept standing letters of authorization and accommodate client-directed brokerage.
Client services
Occupation focus
Fee options
Financial planning services may also be provided on a flat fee basis negotiated prior to service.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.60% $7,500,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Financial planning services on a standalone basis billed between $150 and $500 per hour.
Account minimum: $500,000 Fee-only: Fees are negotiable; some services offered on a flat fee basis.
Main office
See office75 Prospect St, Suite 402 C
Huntington NY 11743
Advisors at this office
1
Offices (3)
Most active in
Florida · New York
Also doing business as
Eagle's Crest Advisors, LLC · Eagle's Nest Advisors, LLC · Tenor Wealth · Tenor Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Maurice L
Series 63, Series 66
Orange City, FL
Eagle's Crest Advisors, LLC
Maurice Linton is a financial advisor at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.
Imtiyaz N
CFP®, Series 66
Sanford, FL
Eagle's Crest Advisors, LLC
Imtiyaz Nathoo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. prior to joining Eagle’s Crest Advisors, LLC, where he has been advising clients since 2026. Nathoo also serves as president of the Retreat at Oregon Home Owners Association. Eagle’s Crest Advisors, LLC provides wealth management, financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation–driven portfolios and serves both retail clients, including high-net-worth individuals, and institutional plan sponsors.
Abel O
Series 63, Series 66
Huntington, NY
Eagle's Crest Advisors, LLC
Abel Oonnoonny is a financial advisor at Eagle's Crest Advisors, LLC with 27 years of industry experience. He previously worked at Charles Schwab and Oppenheimer & Co. Inc. He holds Series 63 and Series 66 licenses. Outside of finance, Abel serves as a Young Associate Director on the Metropolitan Opera’s Young Associates Steering Committee, where he helps engage younger audiences. Eagle’s Crest Advisors provides personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation-driven portfolios and serves both high-net-worth clients and plan sponsors with discretionary and non-discretionary investment management options.
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