Carter Mckay Colton

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

• 08/2021 → 04/2025
  Byu
  Provo, UT
• 01/2015 → 08/2021
  Sandra Day Oconner
  Phoenix, AZ
• 05/2024 → 05/2025
  Subject
  Provo, UT
• 12/2022 → 05/2024
  Rookie Road
  Provo, UT
• 08/2025 → Present
  New York Life Insurance Company
  Sandy, UT
• 09/2025 → Present
  Nylife Securities Llc
  Sandy, UT
• 08/2026 → Present
  Eagle Strategies Llc
  Sandy, UT

Other Businesses

[The Journey We Take; It is a poetry book about my life experience. It is a collection of poems.; 448 N 400 W, Unit 2, Provo, Utah, 84601; Start Date 02/2023; Role/Title: Owner-author; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][TexpressIQ; I partner with universities and help them get their research and new technology into the market. So I build, scale, and sell their innovations and then attempt to sell those innovations, with their patents, to other businesses.; 448 N 400 W Street, Unit 2, Provo, UT, 84601; Start Date 05/2025; Role/Title: Owner; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-26
• S63 Uniform Securities Agent State Law Examination
  2025-10-27

Other Names

• Carter Colton