Darryl 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

• 06/2016 → 11/2018
  Hui Zhang
  Naperville, IL
• 12/2016 → 05/2017
  B-Step (Hgc Na 2017)
  Naperville, IL
• 12/2018 → Present
  New York Life Insurance Company
  Downers Grove, IL
• 05/2019 → Present
  Nylife Securities Llc
  Downers Grove, IL
• 07/2024 → Present
  Eagle Strategies Llc
  Naperville, IL

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 2001 Butterfield Rd, Suite 800, Downers Grove, IL 60515; Start Date 05/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 3 hours per month during securities trading hours] [Freelance Photography; Photography hobby with occasional paid gigs or requests; 2220 Comstock Ln, Naperville, IL 60564; Start Date 05/2023; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2024-06-29
• S63 Uniform Securities Agent State Law Examination
  2019-06-28

Other Names

• Xiaohan Liu