Samuel S. Froehlich

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

• 10/2012 → Present
  Nylife Securities Llc
  Vienna, VA
• 08/2011 → Present
  New York Life Insurance Company
  Vienna, VA
• 10/2013 → Present
  Eagle Strategies Llc
  Vienna, VA
• 07/2014 → Present
  Avenue Wealth Management, Llc D/B/A Avenue Wealth
  Austin, TX
• 10/2025 → Present
  Manifest Wealth
  Austin, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; Insurance Brokering; 8065 Leesburg Pike, Suite 100, Vienna, VA 22182; Start Date 10/2015; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MANIFEST WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (AUSTIN, TX); START DATE: 10/2025] [DIBroker East ; Disability Insurance Brokering. Selling STD and LTD insurance policies ; 6200 Bridge Point Parkway, Suite 300, Austin, TX 78730; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Waterfront Academy; Montessori school in Washington, D.C.; 60 I Street SW, Washington, DC 20024; Start Date 06/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; attend monthly board meetings and review 1-2 emails/documents that require review and action] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH 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: 07/2014]

Exams

• S66 Uniform Combined State Law Examination
  2013-09-30

Other Names

• Samuel Sheridan Froehlich