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Michael Hill

Eagle Strategies LLC

Healdsburg, CA

New York, NY

CRD 1271157

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-14
  • CA RA
    APPROVED
    Since 2021-01-14

Branch Locations

Healdsburg, CA • United States

51 Madison Avenue 12Th Floor, New York, NY 10010 • 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
State Farm Vp Management Corp San Francisco CA 10/2008 12/2016
State Farm Insurance San Francisco CA 10/2008 12/2016
Charles Schwab & Co., Inc. Santa Rosa CA 02/2017 01/2021
New York Life Healdsburg CA 01/2021 Present
  • 10/2008 → 12/2016
    State Farm Vp Management Corp
    San Francisco, CA
  • 10/2008 → 12/2016
    State Farm Insurance
    San Francisco, CA
  • 02/2017 → 01/2021
    Charles Schwab & Co., Inc.
    Santa Rosa, CA
  • 01/2021 → Present
    New York Life
    Healdsburg, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-30
S63 Uniform Securities Agent State Law Examination 2008-09-10
  • S66 Uniform Combined State Law Examination
    2020-01-30
  • S63 Uniform Securities Agent State Law Examination
    2008-09-10
Other Names
  • Mike J Hill
  • Mike Hill
  • Michael John Hill

View on SEC IAPD

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