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Timothy Vogt

Eagle Strategies LLC

Vienna, VA

CRD 7430507

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-27
VA RA APPROVED 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-27
  • VA RA
    APPROVED
    Since 2025-06-24

Branch Locations

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • 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
OrganizationCityStateFromTo
Bethesda Chevy Chase Hs Bethesda MD 08/2013 08/2017
Harris Teeter Bethesda MD 08/2016 08/2018
West Virginia University Morgantown WV 08/2017 05/2021
Unemployed Bethesda MD 05/2021 08/2021
Avenue Wealth Vienna VA 08/2021 Present
Nylife Securities Llc Vienna VA 11/2023 Present
Eagle Strategies Llc Vienna VA 06/2025 Present
  • 08/2013 → 08/2017
    Bethesda Chevy Chase Hs
    Bethesda, MD
  • 08/2016 → 08/2018
    Harris Teeter
    Bethesda, MD
  • 08/2017 → 05/2021
    West Virginia University
    Morgantown, WV
  • 05/2021 → 08/2021
    Unemployed
    Bethesda, MD
  • 08/2021 → Present
    Avenue Wealth
    Vienna, VA
  • 11/2023 → Present
    Nylife Securities Llc
    Vienna, VA
  • 06/2025 → Present
    Eagle Strategies Llc
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-21
  • S66 Uniform Combined State Law Examination
    2025-06-21

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

More in Vienna, VA

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