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Steve A Schaefer

Eagle Eye Advisory LLC

Westerville, OH

Bonita Springs, FL

CRD 5085596

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Employer firm

Eagle Eye Advisory LLC CRD 138771

$90.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Eye Advisory Llc

Westerville, OH • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-04
OH RA APPROVED 2007-01-11
  • FL RA
    APPROVED
    Since 2023-01-04
  • OH RA
    APPROVED
    Since 2007-01-11

Branch Locations

Westerville, OH • United States

Bonita Springs, FL • 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
Eagle Eye Adviosry Llc Columbus OH 01/2006 Present
  • 01/2006 → Present
    Eagle Eye Adviosry Llc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-17
  • S65 Uniform Investment Adviser Law Examination
    2005-06-17

View on SEC IAPD

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