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Linh Nguyen Phuong Mai

Eagle Strategies LLC

Houston, TX

CRD 8037672

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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
TX RA APPROVED 2026-07-28
  • TX RA
    APPROVED
    Since 2026-07-28

Branch Locations

2500 Citywest Blvd Suite 750, Houston, TX 77042 • 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
New York Life Insurance Company Houston TX 01/2025 Present
Aramco Services Company Houston TX 12/2021 02/2025
Iland Internet Solutions Corporation Houston TX 01/2021 11/2021
Unemployed Houston TX 11/2021 12/2021
Flatiron School Houston TX 04/2020 10/2020
Unemployed Houston TX 10/2020 01/2021
Kraton Corporation Houston TX 10/2019 04/2020
Unemployed Houston TX 08/2019 10/2019
Exxonmobil Corporation Houston TX 04/2019 08/2019
Houston Community College Houston TX 07/2018 04/2019
Unemployed Houston TX 06/2018 07/2018
Massachusetts Institute Of Technology Cambridge MA 09/2017 06/2018
Brandeis University Waltham MA 01/2016 06/2018
Nylife Securities Llc Houston TX 06/2025 Present
Eagle Strategies Llc Houston TX 07/2026 Present
  • 01/2025 → Present
    New York Life Insurance Company
    Houston, TX
  • 12/2021 → 02/2025
    Aramco Services Company
    Houston, TX
  • 01/2021 → 11/2021
    Iland Internet Solutions Corporation
    Houston, TX
  • 11/2021 → 12/2021
    Unemployed
    Houston, TX
  • 04/2020 → 10/2020
    Flatiron School
    Houston, TX
  • 10/2020 → 01/2021
    Unemployed
    Houston, TX
  • 10/2019 → 04/2020
    Kraton Corporation
    Houston, TX
  • 08/2019 → 10/2019
    Unemployed
    Houston, TX
  • 04/2019 → 08/2019
    Exxonmobil Corporation
    Houston, TX
  • 07/2018 → 04/2019
    Houston Community College
    Houston, TX
  • 06/2018 → 07/2018
    Unemployed
    Houston, TX
  • 09/2017 → 06/2018
    Massachusetts Institute Of Technology
    Cambridge, MA
  • 01/2016 → 06/2018
    Brandeis University
    Waltham, MA
  • 06/2025 → Present
    Nylife Securities Llc
    Houston, TX
  • 07/2026 → Present
    Houston, TX
Other Businesses

[The LMai Group LLC; Non- investment related; 7919 Ashford Trace Dr, Houston, TX 77072; _Residential rental for personal real estate; start January 2024 to ; manager; 8 hours per month, 0 hours during securities trading hours; Duty related to the business: manage personal property for rental]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-23
S63 Uniform Securities Agent State Law Examination 2025-08-05
  • S65 Uniform Investment Adviser Law Examination
    2026-07-23
  • S63 Uniform Securities Agent State Law Examination
    2025-08-05
Other Names
  • Linh Mai

View on SEC IAPD

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