Rachell Eileen Roach

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

• 01/2021 → Present
  New York Life Insurance Company
  San Antonio, TX
• 12/1997 → 01/2021
  United States Air Force
  Wichita, KS
• 12/2021 → Present
  Nylife Securities Llc.
  San Antonio, TX
• 11/2025 → Present
  Eagle Strategies Llc
  San Antonio, TX

Other Businesses

[Rental Property; 8365 Tavira St Navarre, Fl 32566; start 09/2014; Rental Income; 0 hours per month; Real estate related] [Comal County Poll Worker; set up and prepare the polling location, welcome voters, verify voter registrations, and issue ballot. Help ensure voters understand the voting process by demonstrating how to use voting equipment and explaining voting procedures.; 396 N Seguin Ave, New Braunfels, TX 78130; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-15
• S63 Uniform Securities Agent State Law Examination
  2022-09-03

Other Names

• Ray Roach
• Rachell Roach