Matthew Aaron Diaz

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

• 03/1998 → Present
  Diaz Martial Arts
  San Marcos, TX
• 03/2015 → Present
  New York Life Insurance Company
  Austin, TX
• 05/2015 → Present
  Nylife Securities Llc
  Austin, TX
• 08/2022 → Present
  Silas Parker & Associates Llc
  Austin, TX
• 10/2023 → Present
  Eagle Strategies Llc
  Gilmer, TX

Other Businesses

[DIAZ MARTIAL ARTS; TEACHING MARTIAL ARTS TO BOTH YOUTH AND ADULTS.; 166 S. LBJ DR., SAN MARCOS, TX 78666; START DATE: 06/2015; ROLE/TITLE: EDUCATOR/INSTRUCTOR; NOT INVESTMENT RELATED; 12 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6200 Bridge Point Pkwy, Bldg 4, Ste 300, Austin, TX 78730; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property; I'm currently renting my home out; 213 Andesite Trail, Buda, TX 78610; Start Date 02/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF SILAS PARKER & ASSOCIATES LLC 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: 08/2022]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-23
• S63 Uniform Securities Agent State Law Examination
  2016-01-28