Reuben Mccoy Rowley

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

• 12/2019 → Present
  New York Life Insurance Company
  Sandy, UT
• 04/2020 → Present
  Nylife Securities Llc
  Sandy, UT
• 08/2017 → 12/2019
  Utah Valley University
  Orem, UT
• 08/2019 → 09/2019
  2For1
  Provo, UT
• 08/2017 → 08/2019
  Corbeau Seats Usa Llc
  Bluffdale, UT
• 05/2017 → 08/2019
  1-800 Contacts
  Draper, UT
• 08/2016 → 05/2017
  Southern Utah University
  Cedar City, UT
• 10/2023 → Present
  Eagle Strategies Llc
  American Fork, UT
• 04/2025 → Present
  Mountain Sage Financial, Llc
  American Fork, UT

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 21 E 100 N Suite 104 American Fork Ut 84003; Start Date 03/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; General insurance agent] [OPERATING UNDER THE DBA NAME OF Mountain Sage Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AMERICAN FORK UT; START DATE: 04/2025]

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-22

Designations

• Certified Financial Planner