Ryan Ohlin

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

• 03/2016 → 09/2022
  Nylife Securities Llc
  Vienna, VA
• 01/2016 → 09/2022
  New York Life Insurance Co
  Vienna, VA
• 11/2019 → Present
  Avenue Wealth Management, Llc D/B/A Avenue Wealth
  Vienna, VA
• 02/2020 → 09/2022
  Eagle Strategies Llc
  Vienna, VA
• 03/2022 → Present
  Nylife Securities Llc
  Vienna, VA
• 05/2023 → Present
  Eagle Strategies Llc
  Bethesda, MD

Previous Registrations

• 2020-02-18 → 2022-09-30
  Eagle Strategies Llc
  Vienna, VA

Other Businesses

[OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT, LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA, VA; START DATE: 11/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Drive #700 Bethesda MD, 20817; Start Date 09/2022; Role/Title: Employee; Investment Related; 400 hours per month; 400 hours per month during securities trading hours; Associate Financial Advisor]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2018-03-16

Other Names

• Ryan Tyler Ohlin