Daniel Joseph Frazier

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-05
GA	RA	APPROVED	2025-04-24

TX RA
APPROVED

Since 2026-05-05
GA RA
APPROVED

Since 2025-04-24

Branch Locations

Lawrenceville, GA • United States

7160 Dallas Parkway Suite 510, Plano, TX 75024 • 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

Organization	City	State	From	To
Eagle Strategies Llc	Cedar Rapids	IA	02/2011	Present
Nylife Securities Llc	Alpharetta	GA	01/2014	Present
New York Life Insurance Company	Alpharetta	GA	01/2014	Present

02/2011 → Present

Eagle Strategies Llc

Cedar Rapids, IA
01/2014 → Present

Nylife Securities Llc

Alpharetta, GA
01/2014 → Present

New York Life Insurance Company

Alpharetta, GA

Other Businesses

[Rental Property; Own a second house on our property in which we will be renting.; 1650 Sever Road, Lawrenceville, GA, 30043; Start Date 08/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-09-25

S63 Uniform Securities Agent State Law Examination

1998-09-25

Designations

Chartered Financial Consultant

Other Names

Daniel Frazier

View on SEC IAPD