Sonali Amodwala

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

• 05/2017 → 07/2017
  Unemployed
  Austin, TX
• 08/2017 → Present
  New York Life Insurance Co.
  Austin, TX
• 01/2018 → Present
  Nylife Securities Llc
  Austin, TX
• 04/2015 → 05/2017
  Superior Health Plan
  Austin, TX
• 07/2017 → 08/2017
  Northwestern Mutual Life Ins
  Austin, TX
• 09/2021 → Present
  The Rainier Financial Group, Llc
  Austin, TX
• 03/2024 → Present
  Eagle Strategies Llc
  Austin, TX

Other Businesses

[South Asians' International Volunteer Association; SAIVA (South Asians' International Volunteer Association) is a central Texas-based nonprofit organization with a mission to promote a sense of well-being, belonging and fulfillment for older adults of South Asian heritage.; 555 E 5th Street, Unit 2912, Austin, TX 78701; Start Date 08/2017; Role/Title: Member; Not Investment Related; 6 hours per month; 5 hours per month during securities trading hours; help with planning activities, events for the members of the organization oversee the board members roles and responsibility, organize board meetings, review organizations financials etc] [Insurance Brokering: appointed with outside insurance carriers for non-registered insurance product sales; 6200 Bridgepoint Parkway Building IV, Suite 300 Austin TX 78730; Start Date 02/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE RAINIER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AUSTIN, TX; START DATE: 09/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-25

Designations

• Chartered Financial Consultant

Other Names

• Sonali Doctoria
• Sonali Alkesh Amodwala