Dev Rana

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

• 06/2018 → 08/2018
  New York Life Insurance Company
  White Plains, NY
• 08/2018 → 06/2020
  Saint Mary's College Of California
  Moraga, CA
• 06/2020 → 04/2021
  Unemployed
  Dublin, CA
• 04/2021 → Present
  New York Life Insurance Co
  Fremont, CA
• 06/2015 → 06/2018
  Saint Mary's College Of California
  Moraga, CA
• 09/2021 → Present
  Nylife Securities Llc
  Fremont, CA
• 09/2024 → Present
  Eagle Strategies Llc
  Fremont, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 39650 Liberty Street, Suite 200, Fremont, CA 94538; Start Date 02/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-20
• S63 Uniform Securities Agent State Law Examination
  2021-02-11