Akshaya Suresh Sheth

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

• 10/1989 → Present
  New York Life Ins. Co.
  Riverside, CA
• 03/1990 → Present
  Nylife Securities Llc
  Riverside, CA
• 02/2008 → Present
  Eagle Securities Llc
  Riverdale, CA

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/2002; 4017 10TH ST RIVERSIDE CA 92501] [Om Foundation Inc.; Charitable Foundation - Religious, Cultural work.; 4017 Tenth Street ,Riverside CA 92501; Start Date 01/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [HINDU SOCIETY OF INLAND EMPIRE; CHAIRMAN OF BOARD; NON INVESTMENT RELATED; START DATE 03/2009] [Shri LLC; t; 4017 10 th street , Riverside, Ca 92501; Start Date 04/2019; Role/Title: Owner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Mataji LLC; Buying a real estate property; 1189 Iowa Ave , Riverside, Ca 92507; Start Date 06/2025; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent] [Shiv LLC; holding personally owned Real estate. 4017 10 th street , riverside,Ca 92501,1325 Blaine Street, Riverside,Ca 92507, 1189 Iowa Ave, Riverside, Ca 92507; 4017 10 th street , riverside,Ca 92501; Start Date 02/2004; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [AUM LLC - Dormant; holding real estate property. No real estate under this currently. LLC is in partnership with my ex. I do have to pay the CA state filing fees etc.; 4017 10 th street , Riverside, Ca 92501; Start Date 02/2004; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; nothing currently]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-05
• S63 Uniform Securities Agent State Law Examination
  1990-09-04

Designations

• Chartered Financial Consultant