Richard Casey Willis

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

Authority	Category	Status	Date
GA	RA	APPROVED	2022-03-16

GA RA
APPROVED

Since 2022-03-16

Branch Locations

6055 Lakeside Commons Drive Suite 300, Macon, GA 31210 • 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

Organization	City	State	From	To
Nylife Securities,Llc	Macon	GA	05/2013	Present
New York Life Insurance Company	Macon	GA	03/2013	Present
Eagle Strategies Llc	Macon	GA	03/2022	Present

05/2013 → Present

Nylife Securities,Llc

Macon, GA
03/2013 → Present

New York Life Insurance Company

Macon, GA
03/2022 → Present

Eagle Strategies Llc

Macon, GA

Other Businesses

[Forsyth United Methodist Church Board of Trustees; Serve on a board to make decisions on the building and grounds, and personnel of the church.; 68 W. Johnston St., Forsyth, GA 31029; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-23
S63	Uniform Securities Agent State Law Examination	2002-09-28

S66 Uniform Combined State Law Examination

2022-02-23
S63 Uniform Securities Agent State Law Examination

2002-09-28

View on SEC IAPD