Isabelle Hui Liu

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

• 07/2021 → Present
  New York Life Insurance Co
  Houston, TX
• 05/2017 → 06/2021
  John M. Thomas, P.C.
  Houston, TX
• 01/2019 → 06/2021
  Belleview Consulting, Llc
  Missouri City, TX
• 05/2016 → 04/2017
  Self-Employment
  Missouri City, TX
• 10/2021 → Present
  Nylife Securities Llc
  Houston, TX
• 07/2023 → Present
  Eagle Strategies Llc
  Houston, TX

Other Businesses

[Houston Society of Chinese American CPAs; Providing annual CPE training classes; 10193 W. Grand Parkways. Ste. 103-228 Richmond, TX 77407; Start Date 11/2021; Role/Title: Officer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; As an advisor, I give guidance for some CPE courses.][Nanjing University Alumni Association - Greater Houston; The Nanjing University Alumni Association - Greater Houston (NUAA-GH) is a non-profit organization and committed to fostering a supportive and vibrant community for Nanjing University alumni. ; 1133 Commons Vista Dr. Huffman TX 77336; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Plan and coordinate yearly activities and events.]

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-16

Designations

• Personal Financial Specialist

Other Names

• Luna Liu
• Hui Liu
• Yihui Liu