Brett Reginald Hoeflich

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

Authority	Category	Status	Date
LA	RA	APPROVED	2025-09-30

LA RA
APPROVED

Since 2025-09-30

Branch Locations

2431 South Acadian Thruway Suite 400, Baton Rouge, LA 70808 • 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

Organization	City	State	From	To
Nylife Securities Llc	Hattiesburg	MS	08/2008	Present
New York Life Insurance Company	Hattiesburg	MS	06/2008	Present
Eagle Strategies Llc	Memphis	TN	12/2016	Present

08/2008 → Present

Nylife Securities Llc

Hattiesburg, MS
06/2008 → Present

New York Life Insurance Company

Hattiesburg, MS
12/2016 → Present

Eagle Strategies Llc

Memphis, TN

Other Businesses

[Rental Property; rental home; 5205 Brighton Shore Drive Apollo Beach, FL 33572; 5205 Brighton Shore Drive Apollo Beach, FL 33572; Start Date 11/2025; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-06
S63	Uniform Securities Agent State Law Examination	2008-11-24

S66 Uniform Combined State Law Examination

2016-12-06
S63 Uniform Securities Agent State Law Examination

2008-11-24

Other Names

Brett R Hoeflich

View on SEC IAPD