Sarah Ellen Brown

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → Present
  New York Life
  Boise, ID
• 10/2004 → Present
  Nylife Securities Inc.
  Boise, ID
• 08/2016 → Present
  S. E. Brown And Group
  Boise, ID
• 04/2007 → Present
  Eagle Strategies Llc
  Boise, ID

Previous Registrations

• 2002-01-01 → 2004-03-26
  Eagle Strategies Llc
  Boise, ID

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3371 NO LAKEHARBOR LANE, BOISE, ID 83703; START DATE: 02/2003; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HRS PER MONTH] [3M Properties, LLC; 3M Properties owns the office building that is occupied by myself and at times other New York Life agents.; 1796 Trout Rd Eagle ID 83616; Start Date 07/2014; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; OWNER-OPERATOR] [Eagle Church of the Nazarene - Finance Committee; 1001 W State St Eagle, ID 83616; Start Date 06/2016; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF S. E. BROWN AND GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BOISE, ID; START DATE: 08/2016] [Brown Trifecta LLC; Brown Trifecta LLC sole purpose is to manage a town house purchased in Nampa Idaho to be used as a rental.; 8 Condor Circle Boise ID 83716; Start Date 05/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2001-10-23
• S63 Uniform Securities Agent State Law Examination
  1999-11-23

Other Names

• Sarah Ellen Brown
• Sarah Ellen Kearns