David Michael Eddy

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

• 01/2014 → Present
  Nylife Securities Llc
  Dallas, TX
• 11/2013 → Present
  New York Life Insurance Co
  Dallas, TX
• 11/2017 → Present
  Eighteen Financial Group, Llc
  Frisco, TX
• 01/2019 → Present
  Eagle Strategies Llc
  Frisco, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2600 Network Blvd. ste 130, Frisco, TX 75034; Start Date 01/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EIGHTEEN FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO, TX; START DATE: 11/2017] [Passive Oil and Gas Investment; Passive Oil and Gas Investment. Overriding Royalty Interest in oil wells; 714 Hampton Place, Joplin, MO 64801; Start Date 05/2018; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, INC.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Camp Arnold Skate Church; Not-for-profit ministry; 3706 Wagon Wheel Way, Celina, TX 75009; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Discussing and making general decisions as a board member]

Exams

• S66 Uniform Combined State Law Examination
  2018-12-21
• S63 Uniform Securities Agent State Law Examination
  2016-11-01

Other Names

• David Eddy