Yi Ding

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

• 08/2017 → Present
  California State University Northridge
  Northridge, CA
• 09/2015 → 03/2017
  Ucla
  Los Angeles, CA
• 09/2025 → Present
  Nylife Securities Llc
  Glendale, CA
• 04/2025 → Present
  New York Life Insurance Company
  Glendale, CA
• 09/2014 → 07/2017
  Wholeren Education
  Los Angeles, CA
• 05/2026 → Present
  Eagle Strategies Llc
  Santa Clarita, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-13
• S63 Uniform Securities Agent State Law Examination
  2025-09-20