Timothy Edward Batanian

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

• 10/1991 → Present
  New York Life Insurance Company
  Kent, WA
• 12/1991 → Present
  Nylife Securities Inc.
  Bellevue, WA
• 05/2012 → Present
  Eagle Strategies Llc
  Tacoma, WA
• 03/2013 → Present
  Batanian Family, Llc
  Montesano, WA
• 09/2013 → Present
  Batanian Financial Group
  Montesano, WA

Other Businesses

[BATANIAN FAMILY LLC; OWNER; OFFICE BUILDING; 501 WEST PIONEER MONTESANO, WA 98563; RENTAL INCOME RECEIVED FROM OTHER AGENTS; 1 HR/MO; INVESTMENT RELATED; START DATE 05/2013] [OPERATING UNDER THE DBA NAME OF BATANIAN FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: MONTESANO, WA; START DATE: 09/2013] [Stanwood If He Could, LLC; 10% ownership in a commercial building; Port Susan Marketplace 26902 92nd Ave NW, Stanwood, WA, 98292; Start Date 03/2020; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [JEM Properties, LLC; Commercial Property - Retail Space; 8820 & 8830 36th Ave NE Marysville, WA 98270; Start Date 06/2020; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; owner] [Gig Harbor Holdings, LLC DBA Gig Harbor Asset Management; 5% interest in Lake Bernardo Mobile Home Estates, Port Susan Retail Center, Marysville Retail Center. 1202 Borden Rd Escondido, CA 92026; 26902 92nd Ave NW Stanwood, WA 98292; 8830 36th Ave NE Marysville, WA 98270; 1202 Borden Rd Escondido, CA 92026; Start Date 11/2020; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2003-12-23
• S63 Uniform Securities Agent State Law Examination
  1992-02-14