Best Investors Account Sign in

Alex Yi-Shiou Yang

Eagle Strategies LLC

Waltham, MA

Claim This Profile
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-13
  • MA RA
    APPROVED
    Since 2026-01-13

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • 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
OrganizationCityStateFromTo
Nylife Securities Llc Waltham MA 11/2025 Present
Bank Of America Seattle WA 01/2023 08/2025
Bank Of America Seattle WA 04/2021 12/2022
Bank Of America Seattle WA 03/2017 03/2021
Bank Of America Seattle WA 09/2015 02/2017
New York Life Insurance Company Waltham MA 10/2025 Present
Eagle Strategies Llc Waltham MA 01/2026 Present
  • 11/2025 → Present
    Nylife Securities Llc
    Waltham, MA
  • 01/2023 → 08/2025
    Bank Of America
    Seattle, WA
  • 04/2021 → 12/2022
    Bank Of America
    Seattle, WA
  • 03/2017 → 03/2021
    Bank Of America
    Seattle, WA
  • 09/2015 → 02/2017
    Bank Of America
    Seattle, WA
  • 10/2025 → Present
    New York Life Insurance Company
    Waltham, MA
  • 01/2026 → Present
    Eagle Strategies Llc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22
Other Names
  • Alex Y Yang

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor