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Brian Thomas Metzger

Eagle Strategies LLC

El Paso, TX

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-29
  • TX RA
    APPROVED
    Since 2016-02-29

Branch Locations

El Paso, TX • 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 El Paso TX 12/2008 Present
Nylife Securities Llc El Paso TX 06/2010 Present
Eagle Strategies Llc El Paso TX 02/2016 Present
Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies El Paso TX 08/2018 Present
Crown Wealth Strategies And Insurance Solutions El Paso TX 06/2019 Present
  • 12/2008 → Present
    New York Life Insurance Company
    El Paso, TX
  • 06/2010 → Present
    Nylife Securities Llc
    El Paso, TX
  • 02/2016 → Present
    El Paso, TX
  • 08/2018 → Present
    Crown Wealth Advisers, Llc D.B.A. Crown Wealth Strategies
    El Paso, TX
  • 06/2019 → Present
    Crown Wealth Strategies And Insurance Solutions
    El Paso, TX
Other Businesses

[OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 08/2018] [JC & GD III dba Oro Investments LLC; Real estate and commercial properties; 320 Texas Ave. 2nd floor El Paso, TX 79901; Start Date 06/2019; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Crown Wealth Advisers, LLC dba Crown Wealth Strategies; Insurance Sales and Brokerage; 43605 Executive Dr. #800 92121; Start Date 05/2019; Role/Title: Employee; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES AND INSURANCE SOLUTIONS (CA ONLY) FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EL PASO, TX; START DATE: 06/2019] [PUR Pressed Juice; - Juice company selling juice to businesses and to individuals.; 1165 Gateway Blvd W, El Paso, TX 79935; Start Date 01/2020; Role/Title: Board Member; Not Investment Related; 30 hours per month; 10 hours per month during securities trading hours] [Young Presidents Organization (YPO); provides 23,000 peers and their families in more than 130 countries with access to unique educational and networking experiences designed to support their business, community and personal leadership; 600 East Las Colinas Boulevard, Suite 1100 Irving, Texas 75039 USA; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; spouse forum officer (SFO),It is to steward your chapter's spouse forumsby ensuring that programming is beneficial,participation is high, sharing is meaningful and forum protocol is followed]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-18
S63 Uniform Securities Agent State Law Examination 2010-08-12
  • S66 Uniform Combined State Law Examination
    2015-09-18
  • S63 Uniform Securities Agent State Law Examination
    2010-08-12
Other Names
  • Brian T Metzger

View on SEC IAPD

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