David Thomas Summers

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

• 08/2016 → 10/2023
  New York Life Insurance Company
  Baton Rouge, LA
• 12/2016 → 10/2023
  Nylife Securities Llc
  Baton Rouge, LA
• 07/2001 → 12/2016
  Self-Employed
  Baton Rouge, LA
• 06/2001 → 12/2016
  Self Employed
  Baton Rouge, LA
• 09/2023 → 10/2023
  Eagle Strategies Llc
  Baton Rouge, LA
• 10/2023 → 04/2025
  Dent Wealth Advisors
  Baton Rouge, LA
• 04/2019 → Present
  St Joseph Cathedral
  Baton Rouge, LA
• 06/2025 → Present
  New York Life Insurance Company
  Baton Rouge, LA
• 06/2025 → Present
  Nylife Securities Llc
  Baton Rouge, LA
• 08/2025 → Present
  Eagle Strategies Llc
  Baton Rouge, LA

Previous Registrations

• 2023-10-16 → 2025-04-09
  Dent Wealth Advisors
  Baton Rouge, LA
• 2023-09-26 → 2023-10-24
  Eagle Strategies Llc
  Baton Rouge, LA

Other Businesses

[Insurance brokering; appointed with outside carriers for the purpose of brokering non-registered products; 2431 S Acadian Thwy, Suite 400, Baton Rouge, LA 70808; start 06/2025; commissions; 2 hours per month, 2 hours during securities trading hours; insurance related] [Pipe Organ Instructor; self-employed music lessons; Not investment related; 16633 Highland Club Ave, Baton Rouge, LA 70817; Music instruction, training of specifically church organists; Organ teacher; Owner; start July 2001; 8 hours per month, 0 hours during securities trading hours; I teach two organ students weekly] [ St Joseph Cathedral; Church Organist & Choir Director. I play the organ for two church services weekly; 401 Main Street, Baton Rouge, LA 70802; start 06/2025; employee; wages; 16 hours per month, 2 hours during securities trading hours; non-investment related]

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11
• S63 Uniform Securities Agent State Law Examination
  2020-01-02