Charles Eugene Pascu

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

• 10/2013 → Present
  Nylife Securities Llc
  Scottsdale, AZ
• 10/2013 → Present
  New York Life Insurance Co
  Scottsdale, AZ
• 11/2013 → Present
  Eagle Strategies Llc
  Scottsdale, AZ
• 01/2017 → 03/2018
  Uber
  Phoenix, AZ

Previous Registrations

• 2012-03-14 → 2013-10-01
  Equitable Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2009-01-21 → 2011-11-29
  Eagle Strategies Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/2004]

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-05
• S63 Uniform Securities Agent State Law Examination
  1994-05-31

Designations

• Certified Financial Planner

Other Names

• Charlie Eugene Pascu
• Charlie Eugine Pascu
• Charlie E Pascu
• Charles Eugene Pascu
• Charlie E Pascu
• Charles Eugene Pascu