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Don Allen Damron

Eagle Strategies LLC

Glen Allen, VA

CRD 5096579

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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
VA RA APPROVED 2020-04-14
  • VA RA
    APPROVED
    Since 2020-04-14

Branch Locations

4500 Metropolis Drive Suite 1137, Glen Allen, VA 23060 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Glen Allen VA 01/2006 Present
Nylife Securities, Llc Glen Allen VA 03/2007 Present
Eagle Strategies Llc Glen Allen VA 04/2020 Present
  • 01/2006 → Present
    New York Life Insurance Company
    Glen Allen, VA
  • 03/2007 → Present
    Nylife Securities, Llc
    Glen Allen, VA
  • 04/2020 → Present
    Glen Allen, VA
Other Businesses

[INSURANCE BROKERING; SOLICITING AND SELLING INSURANCE PRODUCTS; 4435 WATERFRONT DRIVE, SUITE 400. GLEN ALLEN, VA 23060; START DATE 01/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Coach; Volunteer; Head Coach of Kanawha Football Organization]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-11
S63 Uniform Securities Agent State Law Examination 2007-05-11
  • S66 Uniform Combined State Law Examination
    2020-03-11
  • S63 Uniform Securities Agent State Law Examination
    2007-05-11

View on SEC IAPD

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