Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-28
  • MD RA
    APPROVED
    Since 2025-03-28

Branch Locations

932 Hungerford Drive Suite 15B, Rockville, MD 20850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Bethesda MD 02/2000 Present
Yaya Wang Financial Associates Bethesda MD 09/2008 Present
Abacus Financial Strategies Llc Rockville MD 08/2023 04/2025
  • 02/2000 → Present
    New York Life Insurance Company
    Bethesda, MD
  • 09/2008 → Present
    Yaya Wang Financial Associates
    Bethesda, MD
  • 08/2023 → 04/2025
    Abacus Financial Strategies Llc
    Rockville, MD
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; UNDER THE DBA OF YAYA WANG FINANCIAL ASSOCIATES] [Rental Property; Rental property for the rent and capital gain; 5119 Heritage Ln. Alexandria, VA 22311; Start Date 04/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; PROPERTY MAINTENANCE] [Rental Property - 15631 Camp Dubois Cress; Residential Rental Property; 15631 Camp Dubois Cress, Winter Garden, FL; Start Date 11/2022; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Landlord][Rental Property - 1009 Rockwell Ave; Landlord. Residential Real Estate Property/Townhouse; 1009 Rockwell Ave, Gaithersburg, MD 20878; Start Date 08/2025; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-18
S63 Uniform Securities Agent State Law Examination 2001-05-15
  • S65 Uniform Investment Adviser Law Examination
    2007-12-18
  • S63 Uniform Securities Agent State Law Examination
    2001-05-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor