Christopher Michael Saras

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

• 10/2007 → Present
  New York Life Insurance Company
  Irvine, CA
• 12/2007 → Present
  Nylife Securities, Llc
  New York, NY
• 06/2014 → Present
  Eagle Strategies Llc
  Orange City, IA
• 05/2015 → 04/2017
  Fuss Fitness
  Orange City, IA
• 06/2018 → 04/2023
  Oc Fit- Crossfit Sterk
  Orange City, IA
• 05/2019 → Present
  The Pathway Financial Group
  Orange City, IA
• 05/2023 → 03/2024
  Capital Edge Insurance & Financial Services, Inc.
  Orange City, IA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 07/2001] [CHRISTOPHER SARAS; I use it for Payroll purposes only for my assistant; 904 7th St SE Orange City, IA 51041; Start Date 10/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Fellowship of Christian Athletes- NW Iowa; board member; non investment related; start date 06/2012] [OPERATING UNDER THE DBA NAME OF THE PATHWAY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ORANGE CITY, IA; START DATE: 05/2019] [Real Estate Investment; My wife, Ashley Saras, is a real estate agent. She decided to invest in a condo 50/50 with her parents. They are hoping to turn around and sell this property before the end of the year.; 508 Amsterdam Drive SE Orange City, IA 51041; Start Date 09/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Linqto Inc.; Linqto is enabling a new class of investors to access pre-IPO opportunities. They make the private securities asset class accessible, while reducing costs and saving time with the flexibility of trading directly on their platform. www.Linqto.com; 101 Metro Drive, Suite 335 San Jose, CA 95110; Start Date 04/2022; Role/Title: Investor; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF Crystal Clear 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; ORANGE CITY IA; START DATE: 05/2023][CNO Creative Holdings, LLC; This is a fully owned subsidiary of CNO Capital Group, LLC .This LLC rents a residential property in Orange City, IA and subleases on airbnb.com for income.; 315 E. 5th St. Ste 202; Start Date 12/2024; Role/Title: Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; bookkeeping][CNO Capital Group, LLC; This is the holding company for all present and future real estate properties my wife, Ashley, and I open up.; 315 E. 5TH ST. STE 202 Waterloo, IA 50703; Start Date 12/2024; Role/Title: Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; manage RE properties][TPFG Solutions LLC; The purpose is to collect commissions on insurance brokerage business thru an LLC and not individually. It is for tax and estate planning purposes.; 315 E 5th Street Suite 202, Waterloo, IA 50703; Start Date 01/2025; Role/Title: Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Red Raider Athletic Advancement Board; Help to fundraise & promote athletics at Northwestern College; 101 7th St SW, Orange City, IA 51041; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Financial donations, Recruit other members, promote athletics, attend events and board meetings][LifeWise Academy; works with public schools to integrate a Bible class into their weekly class schedule; PO Box 1179 Hilliard, OH 43026; Start Date 11/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; Support local director in running the local chapter]

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09
• S63 Uniform Securities Agent State Law Examination
  2007-12-20