Zikun Xu

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

• 02/2015 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2022 → Present
  New York Life Insurance Co
  New York, NY
• 11/2022 → Present
  Nylife Securities Llc
  New York, NY
• 04/2022 → 08/2022
  Chu-Ling Hsiao And Associate
  Saratoga, CA
• 12/2022 → Present
  Eagle Strategies Llc
  New York, NY
• 08/2024 → Present
  Openwin Financial & Insurance Services, Llc
  New York, NY
• 08/2025 → Present
  Golden Summit Insurance & Financial Center, Inc.
  New York, NY
• 09/2025 → Present
  Hudsonpoint Financial Strategies Llc
  New York, NY

Previous Registrations

• 2017-10-17 → 2022-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF OPENWIN FINANCIAL & INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (NEW YORK, NY); START DATE: 08/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 420 Lexington Ave, 15th Floor, New York, NY 10170; Start Date 02/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; insurance agent] [OPERATING UNDER THE DBA NAME OF Golden Summit Insurance & Financial Center, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW YORK NY; START DATE: 08/2025] [OPERATING UNDER THE DBA NAME OF HUDSONPOINT FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (NEW YORK, NY; START DATE: 09/2025]

Exams

• S66 Uniform Combined State Law Examination
  2017-10-16

Other Names

• Fay Xu