Walton Worth Rogers

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
FL	RA	APPROVED	2025-12-02
MD	RA	APPROVED	2025-12-02

FL RA
APPROVED

Since 2025-12-02
MD RA
APPROVED

Since 2025-12-02

Branch Locations

Fernandina Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
New York Life Insurance Company	Baltimore	MD	03/1974	Present
Nylife Securities Llc	Annapolis	MD	12/1983	Present
W. Rogers & Associates	Annapolis	MD	08/2008	01/2024

03/1974 → Present

New York Life Insurance Company

Baltimore, MD
12/1983 → Present

Nylife Securities Llc

Annapolis, MD
08/2008 → 01/2024

W. Rogers & Associates

Annapolis, MD

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS ; START DATE 8/2008; INVESTMENT RELATED; OWNER]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-04-29

S63 Uniform Securities Agent State Law Examination

1992-04-29

Designations

Chartered Financial Consultant

View on SEC IAPD