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Brian Todd Burger

Eagle Strategies LLC

Cincinnati, OH

CRD 3168061

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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
OH RA APPROVED 2009-09-18
  • OH RA
    APPROVED
    Since 2009-09-18

Branch Locations

5905 East Galbraith Road Suite 4000, Cincinnati, OH 45236 • 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 Ins Co Cincinnati OH 07/1999 Present
Nylife Securities Inc. Cincinnati OH 07/1999 Present
Eagle Strategies Llc Cincinnati OH 09/2009 Present
  • 07/1999 → Present
    New York Life Ins Co
    Cincinnati, OH
  • 07/1999 → Present
    Nylife Securities Inc.
    Cincinnati, OH
  • 09/2009 → Present
    Eagle Strategies Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-05-16
  • S63 Uniform Securities Agent State Law Examination
    2000-05-16
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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