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Christine Rose Cabras

Eagle Strategies LLC

San Ramon, CA

El Sobrante, CA

CRD 7083104

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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
CA RA APPROVED 2024-06-18
  • CA RA
    APPROVED
    Since 2024-06-18

Branch Locations

2633 Camino Ramon Suite 525, San Ramon, CA 94583 • United States

El Sobrante, CA • 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
Farmers Insurance - Michael Miller Ins San Rafael CA 08/2015 05/2017
Farmers Insurance - Jessie Bamuelos Ins Orinda CA 07/2017 03/2019
Unemployed El Sobrante CA 05/2017 07/2017
New York Life Insruance Co San Ramon CA 03/2019 Present
Nylife Securities Llc San Ramon CA 07/2019 Present
In House Support Services El Sobrante CA 12/2022 Present
Eagle Strategies Llc Berkeley CA 06/2024 Present
  • 08/2015 → 05/2017
    Farmers Insurance - Michael Miller Ins
    San Rafael, CA
  • 07/2017 → 03/2019
    Farmers Insurance - Jessie Bamuelos Ins
    Orinda, CA
  • 05/2017 → 07/2017
    Unemployed
    El Sobrante, CA
  • 03/2019 → Present
    New York Life Insruance Co
    San Ramon, CA
  • 07/2019 → Present
    Nylife Securities Llc
    San Ramon, CA
  • 12/2022 → Present
    In House Support Services
    El Sobrante, CA
  • 06/2024 → Present
    Berkeley, CA
Other Businesses

[In House Support Services; Caregiver ; 569 Kister Circle, El Sobrante, CA ; Start Date 12/2022; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Family health advising; Family Consulting; 569 Kister Circle, El Sobrante, CA 94803; Start Date 12/2023; Role/Title: Independent Contractor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Mentoring a teen and her mother.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 821 Delaware Street, Berkeley, CA 94710; Start Date 06/2023; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 6 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
S63 Uniform Securities Agent State Law Examination 2021-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13
  • S63 Uniform Securities Agent State Law Examination
    2021-02-28
Other Names
  • Christine R Cabras
  • Christine Saeteurn
  • Christine Rose Saeteurn

View on SEC IAPD

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