Randy Steven Stepho

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

• 03/2021 → Present
  New York Life Insurance Co
  Bellevue, WA
• 07/2022 → Present
  Nylife Securities Llc
  Bellevue, WA
• 10/2019 → 02/2021
  Bankers Life Insurance Company
  Seattle, WA
• 10/2017 → 10/2019
  Local On North
  Canton, GA
• 10/2014 → 10/2017
  One Life Amercica
  Canton, GA
• 06/2025 → Present
  Eagle Strategies Llc
  Bellevue, WA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4308 33rd st ne Tacoma WA 98422; Start Date 01/2024; Role/Title: Owner; Investment Related; 20 hours per month; 15 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-16
• S63 Uniform Securities Agent State Law Examination
  2023-12-18