Naixin Li

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

• 01/2015 → Present
  New York Life Insurance
  Bellevue, WA
• 04/2015 → Present
  Nylife Securities, Llc
  Bellevue, WA
• 07/2023 → Present
  Eagle Strategies Llc
  Kirkland, WA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 10885 NE 4th St, Suite 1400, Bellevue, WA 98004; Start Date 05/2021; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Independent Photographer; Photographer for local events, activities, parks and services.; 8222 NE 110th Place, Kirkland WA 98034; Start Date 12/2025; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-24
• S63 Uniform Securities Agent State Law Examination
  2015-06-10

Other Names

• Michael Li