Brian P Monk

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

• 05/2009 → Present
  New York Life Insurance Company
  Houston, TX
• 05/2009 → Present
  Nylife Securities Llc
  Houston, TX
• 10/2012 → Present
  Monk Financial Strategies Group
  Houston, TX
• 01/2018 → Present
  Eagle Strategies Llc
  Houston, TX
• 07/2024 → Present
  Linea Wealth Group, Llc D/B/A Linea
  Sugarland, TX

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 10/2012-THROUGH THE DBA OF MONK FINANCIAL STRATEGIES GROUP] [OPERATING UNDER THE DBA NAME OF Linea Wealth Group, LLC D/B/A Linea FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SUGARLAND TX; START DATE: 07/2024]

Exams

• S66 Uniform Combined State Law Examination
  2018-01-18
• S63 Uniform Securities Agent State Law Examination
  2009-09-02

Other Names

• Brian Patrick Monk