Best Investors Account Sign in

Stephen J Woodard

Eagle Strategies LLC

Albany, NY

CRD 4828479

Claim This Profile
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 2026-01-03
NY RA APPROVED 2021-08-03
  • TX RA
    APPROVED
    Since 2026-01-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

5 Washington Square First Floor, Albany, NY 12205 • 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
Nylife Securities Llc Latham NY 08/2011 Present
Eagle Strategies Llc Albany NY 09/2011 Present
The Dibella Financial Group, Llc Albany NY 06/2005 Present
Brown & Fitzgerald, Llc Latham NY 03/2016 04/2020
Eagle Strategies Llc Albany NY 03/2020 Present
  • 08/2011 → Present
    Nylife Securities Llc
    Latham, NY
  • 09/2011 → Present
    Eagle Strategies Llc
    Albany, NY
  • 06/2005 → Present
    The Dibella Financial Group, Llc
    Albany, NY
  • 03/2016 → 04/2020
    Brown & Fitzgerald, Llc
    Latham, NY
  • 03/2020 → Present
    Eagle Strategies Llc
    Albany, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-22
  • S63 Uniform Securities Agent State Law Examination
    2004-05-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Stephen Woodard

View on SEC IAPD

Nearby Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER

Nearby Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY

More in Albany, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor