Roseann Sylvia Estrada

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

• 08/2011 → Present
  Nylife Securities Llc
  Dallas, TX
• 12/2010 → Present
  New York Life
  Dallas, TX
• 01/1994 → Present
  R. Estrada Protography
  Lindale, TX
• 01/2023 → Present
  Eagle Strategies Llc
  Tyler, TX
• 11/2025 → Present
  Estrada Financial Llc
  Tyler, TX
• 06/2026 → Present
  Monk Financial Services, Llc
  Tyler, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 821 ESE Loop 323, Suite 500, Tyler, TX 75701; Start Date: 04/2015; Role/Title: Insurance Broker; Investment related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ESTRADA FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (TYLER, TX); START DATE: 11/2025] [OPERATING UNDER THE DBA NAME OF Monk Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (Associate); (TYLER, TX); START DATE: 06/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-02
• S63 Uniform Securities Agent State Law Examination
  2012-03-03

Other Names

• Roseann Matta