Rodolfo Miguel Valdez

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

• 06/2023 → Present
  Nylife Securities Llc
  El Paso, TX
• 02/2023 → Present
  New York Life Insurance Company
  El Paso, TX
• 02/2021 → Present
  Money Tree Holdings
  El Paso, TX
• 11/2019 → 11/2022
  Jaguar Land Rover El Paso
  El Paso, TX
• 01/2019 → 10/2019
  3D Athletics Training Group
  El Paso, TX
• 12/2018 → 09/2019
  Sabr Capital Management
  New York, NY
• 10/2016 → 09/2019
  95 Wall Street
  El Paso, TX
• 05/2015 → 12/2018
  The King's College
  New York, NY
• 07/2026 → Present
  Eagle Strategies Llc
  El Paso, TX

Other Businesses

[ Money Tree Gardens LLC; NOT investment related; 563 Riverdale St. El Paso, TX 79907; Real Estate (including rental property); Owner; Member; Start date: 06/2022; 4 hours per month , 0 hours during securities business hours; MTG LLC is an entity used to rent residential properties] [Apple Business Consulting LLC (ABC LLC) - (Dormant); This company does not generate any revenue. It simply exists to hold IP (intellectual property) that I may patent / license in the future.; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Three Money Trees LLC; real estate rental - recently acquired property at: 5614 Paraguay Ct. El Paso, TX 79903; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 08/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; landlord duties][Money Tree Holdings LLC; Real Estate flips. ; 1100 Honeysuckle Dr. El Paso, TX 79925 ; Start Date 02/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Notary Public; Notary services; 709 Whitney Anne Dr. El Paso, TX 79932; Start Date 04/2024; Role/Title: Notary Public; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][U.T. Trenchless; Vehicle Wrap. I own a Tesla- wrap the vehicle in my client's logo for promotion; 8408 Valdespino Street, El Paso, TX 79907; Start Date 02/2025; Role/Title: Independent Contractor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][JBRV Real Estate Holdings LLC; real estate flips; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 11/2022; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; acquisition, rehabilitation, marketing, and sales of residential properties][Valentin Bejarano Foundation; Empower youth - especially those from underserved communities - to pursue excellence in baseball, business, and life, through access to, including but not limited to: training, equipment, mentorship, sponsorship, scholarships, and financial education; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; president-founder]

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Rodolfo Valdez