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Christina Hue Anh Huynh

Eagle Strategies LLC

Fremont, CA

CRD 5054189

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-21
  • CA RA
    APPROVED
    Since 2023-08-21

Branch Locations

39650 Liberty Street Suite 200, Fremont, CA 94538 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company San Francisco CA 10/2005 Present
Nylife Securities, Inc San Francisco CA 04/2006 Present
Eagle Strategies Llc Fremont CA 08/2023 Present
  • 10/2005 → Present
    New York Life Insurance Company
    San Francisco, CA
  • 04/2006 → Present
    Nylife Securities, Inc
    San Francisco, CA
  • 08/2023 → Present
    Fremont, CA
Other Businesses

[GOODHUE, LL;, OWNER; RENTAL INCOME; 10 HRS. PER MONTH; RENTAL PROPERTY TO GENERATE RENTAL INCOME; JANUARY 2008; FUNCTIONS/RESPONSIBILITY: MEETING WITH CO-OWNERS TO REVIEW REPORT FROM PROPERTY MANAGER.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS.; 39650 LIBERTY ST, SUITE 200, FREMONT CA 94538; START DATE 01/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-08-10
  • S63 Uniform Securities Agent State Law Examination
    2006-08-10
Designations
  • Chartered Financial Consultant
Other Names
  • Hue Anh Huynh
  • Christina H Huynh

View on SEC IAPD

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