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Steven Dung Huy Huynh

Eagle Strategies LLC

Irving, TX

CRD 4317566

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-16
  • TX RA
    APPROVED
    Since 2018-11-16

Branch Locations

Irving, TX • 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
Bamboo Dynasty Llc Grand Prairie TX 11/2013 11/2018
Park Avenue Securities Fort Worth TX 01/2015 12/2016
The Guardian Life Insurance Company Addison TX 01/2015 12/2016
Nylife Securities Llc Frisco TX 01/2017 Present
New York Life Insurance Co Frisco TX 11/2016 Present
Eagle Strategies Llc Dallas TX 11/2018 Present
  • 11/2013 → 11/2018
    Bamboo Dynasty Llc
    Grand Prairie, TX
  • 01/2015 → 12/2016
    Park Avenue Securities
    Fort Worth, TX
  • 01/2015 → 12/2016
    The Guardian Life Insurance Company
    Addison, TX
  • 01/2017 → Present
    Nylife Securities Llc
    Frisco, TX
  • 11/2016 → Present
    New York Life Insurance Co
    Frisco, TX
  • 11/2018 → Present
    Dallas, TX
Previous Registrations
Other Businesses

[The WASP Group LLC; The WASP Group LLC was created to own a single tenant, commercial property; 3301 University Park Ln Irving, TX 75062; Start Date 03/2020; Role/Title: Owner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours;minor accounting and book keeping tasks] [JJVI Nelson Baytown Acquisition, LLC; Passive investor with Junction Commercial Real Estate in their JJVI Nelson Baytown Acquisition, LLC private syndication. The project entails the construction, leasing, and institutional sale of a 1.34M SF warehouse in Baytown, TX.; One Riverway, Suite 2550, Houston, Texas 77056; Start Date 06/2026; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; My role is strictly limited to that of a 100% passive, personal capital investor and Limited Partner. I have zero executive, operational, or management functions within the organization, and I hold no voting control or decision-making power. I have no regular responsibilities or day-to-day duties associated with this activity, and I am not providing any professional services to the entity. My only action is deploying my personal capital into the private equity pool.] [JDI Pearland 35 Acquisition, LLC; Passive investor with Junction Commercial Real Estate in their JDI Pearland 35 Acquisition, LLC private syndication. The project entails the construction, leasing, and institutional sale of a 173,100 SF warehouse in Pearland, TX.; One Riverway, Suite 2550, Houston, Texas 77056; Start Date 08/2026; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-01
S63 Uniform Securities Agent State Law Examination 2001-08-08
  • S65 Uniform Investment Adviser Law Examination
    2010-12-01
  • S63 Uniform Securities Agent State Law Examination
    2001-08-08
Other Names
  • Steven Dung-Huy Huynh
  • Steven Dung-Huy Huyuh

View on SEC IAPD

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