Cameron Taylor Bennett

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-19
NC	RA	APPROVED	2022-08-22

TX RA
APPROVED_RES

Since 2026-02-19
NC RA
APPROVED

Since 2022-08-22

Branch Locations

385 N Haywood Street Suite 4, Waynesville, NC 28786 • United States

101 East Allen Street, Hendersonville, NC 28792 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bob Mcgrath Construction	Colorado Springs	CO	11/2018	05/2020
New York Life Insurance Company	Charlotte	NC	09/2020	Present
Unemployed	Waynesville	NC	05/2020	09/2020
Britton Nursery	Colorado Springs	CO	10/2018	11/2018
Village Seven Presbyterian Church	Colorado Springs	CO	06/2017	10/2018
Community Bible Church	Cashiers	NC	01/2017	05/2017
Western Carolina University	Cullowhee	NC	05/2016	12/2016
Western Carolina University	Cullowhee	NC	08/2013	12/2016
Nylife Securities Llc	Charlotte	NC	12/2020	Present
Eagle Strategies Llc	Waynesville	NC	08/2022	Present

11/2018 → 05/2020

Bob Mcgrath Construction

Colorado Springs, CO
09/2020 → Present

New York Life Insurance Company

Charlotte, NC
05/2020 → 09/2020

Unemployed

Waynesville, NC
10/2018 → 11/2018

Britton Nursery

Colorado Springs, CO
06/2017 → 10/2018

Village Seven Presbyterian Church

Colorado Springs, CO
01/2017 → 05/2017

Community Bible Church

Cashiers, NC
05/2016 → 12/2016

Western Carolina University

Cullowhee, NC
08/2013 → 12/2016

Western Carolina University

Cullowhee, NC
12/2020 → Present

Nylife Securities Llc

Charlotte, NC
08/2022 → Present

Eagle Strategies Llc

Waynesville, NC

Other Businesses

[AYSO572; AYSO is a Youth soccer Organization in Waynesville & Haywood County NC. Kids register and get to participate in a Fall or Spring soccer season with coaching, practices, and games in the area.; PO BOX 1586 Waynesville NC 28786; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 385 N Haywood St Suite 4, Waynesville, NC 28786; Start Date 06/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Westminster Theological Seminary; Student. Online classes pursuing a Masters of Arts in Theological Studies, through Westminster Theological Seminary. ; 2960 Church Rd, Glenside, PA 19038; Start Date 09/2024; Role/Title: Student; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-08
S63	Uniform Securities Agent State Law Examination	2021-01-25

S65 Uniform Investment Adviser Law Examination

2022-08-08
S63 Uniform Securities Agent State Law Examination

2021-01-25

View on SEC IAPD