Athena Webster

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

• 05/2012 → 10/2017
  Bankers Life And Casualty
  Roseville, CA
• 06/2016 → 10/2017
  Bankers Life Securities Inc
  Roseville, CA
• 05/2012 → 10/2017
  Bankers Life And Casualty
  Roseville, CA
• 12/2017 → Present
  Nylife Securities Llc
  San Francisco, CA
• 11/2017 → Present
  New York Life Insurance Co.
  San Francisco, CA
• 04/2023 → Present
  Eagle Strategies Llc
  Pollock Pines, CA
• 01/2025 → Present
  Sierraedge Strategic Wealth And Insurance Solutions
  Pollock Pines, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2512 Nordell Avenue, Castro valley, CA 94546; Commissions; 5 hours per month, 0 hours during securities trading hours; investment related] [OPERATING UNDER THE DBA NAME OF SIERRAEDGE STRATEGIC WEALTH AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (POLLOCK PINES, CA); START DATE: 01/2025]

Exams

• S66 Uniform Combined State Law Examination
  2023-03-26
• S63 Uniform Securities Agent State Law Examination
  2017-01-30

Other Names

• Athena Choi Dip Chan
• Athena Choi Dip Webster