Donna Watson Rowell

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-01
AL	RA	APPROVED	2019-12-12

FL RA
APPROVED

Since 2024-05-01
AL RA
APPROVED

Since 2019-12-12

Branch Locations

Mobile, AL • United States

125 West Romana St. Ste. 720 Suite 720, Pensacola, FL 32502 • 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

Organization	City	State	From	To
New York Life Insurance Co.	Mobile	AL	10/2016	Present
Nylife Securities Llc	Mobile	AL	02/2017	Present
Unemployed	Mobile	AL	03/2016	10/2016
Eagle Strategies Llc	Mobile	AL	12/2019	Present

10/2016 → Present

New York Life Insurance Co.

Mobile, AL
02/2017 → Present

Nylife Securities Llc

Mobile, AL
03/2016 → 10/2016

Unemployed

Mobile, AL
12/2019 → Present

Eagle Strategies Llc

Mobile, AL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;1110 Montlimar Dr., Mobile, AL 36619; Start Date 12/2019; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-09
S63	Uniform Securities Agent State Law Examination	2017-05-11

S65 Uniform Investment Adviser Law Examination

2019-12-09
S63 Uniform Securities Agent State Law Examination

2017-05-11

Other Names

Donna J Watson

View on SEC IAPD