Tracy Yusheng Chen

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

• 09/2017 → Present
  Nylife Securities Llc
  Flushing, NY
• 08/2016 → Present
  New York Life Insurance Co.
  Flushing, NY
• 10/2015 → 09/2016
  Greenburg Traurig, Llp
  New York, NY
• 09/2024 → Present
  Wisdom Insights Financial Solutions & Insurance Services, Llc
  Flushing, NY
• 10/2024 → Present
  Eagle Strategies Llc
  Flushing, NY

Other Businesses

[Rental Properties; personal real estate holding; 90 Bay Street Landing, #4D, Staten Island, NY; and 1485 East 16Th Street, #6F, Brooklyn, NY; Start Date 08/2013; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; owner] [Notary Public; In the past, as an attorney, for convenience, I was able to assist my clients with notarizing certain documents for their real estate transactions. I have never taken a fee for this service,; 3817 corporal kennedy street, Bayside, NY 11361; Start Date 01/2004; Role/Title: Notary Public; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through East and Ocean Associates Inc.; 11 East Broadway, 8C. New York, NY 10038; Start Date 08/2020; Role/Title: Independent Contractor; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wisdom Insights Financial Solutions & Insurance Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Flushing NY; START DATE: 09/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-14
• S63 Uniform Securities Agent State Law Examination
  2017-12-11

Other Names

• Yusheng Cheng
• Tracy Y Chen
• Tracy Y Cheng