David L Shuler

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

• 09/2007 → Present
  New York Life Insurance Comp.
  Arvada, CO
• 04/2008 → Present
  Nylife Securities Llc
  Arvada, CO
• 05/2025 → Present
  Eagle Strategies Llc
  Thornton, CO

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS;6850 W 52ND AVENUE, SUITE, 200,ARVADA, CO;ROLE: BROKER] [ROCKEY MOUNTAIN ELK FOUNDATION; START DATE 04/2013; NON INVESTMENT RELATED; VICE CHAIRMAN FINANCE; WILDLIFE PRESERVATION; 10 HOURS PER MONTH WITH 5 DURING SEC HRS} [USMC Memorial Foundation; The USMC Memorial Foundation is a non-profit that is seeking funds from donations to rebuild a Marine Corps Memorial in Golden, CO.; PO Box 441126 Aurora, CO 80044-1126; Start Date 11/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours;Assist with raising awareness of the memorial and gathering donors to complete the project.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2012-06-21

Other Names

• David Shuler
• David L Shuler