Adam Joseph Sheldon

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

• 07/2016 → 10/2016
  Unemployed
  El Paso, TX
• 10/2016 → Present
  New York Life Insurance Compay
  El Paso, TX
• 10/2016 → Present
  Nylife Securities Llc
  El Paso, TX
• 05/2020 → 02/2021
  Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies
  Clearwater, FL
• 11/2024 → Present
  Eagle Strategies Llc
  Tampa, FL

Other Businesses

[Date Buddy Patent; Invention. I have an idea I would like to patent.; 8748 Abbey Lane, Largo FL 33771; Start Date 02/2022; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; The invention device is for personal grooming.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 8748 Abbey Lane, Largo, FL 33771; Start Date 08/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; Write outside Business. Outside products such as Life, Health, Group Health, Medicare Advantage, outside Disability, LTC etc.]

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04
• S63 Uniform Securities Agent State Law Examination
  2017-01-27