Brian Jon Craig

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

• 01/2009 → 01/2024
  New York Life Insurance Company
  Dallas, TX
• 03/2009 → 01/2024
  Nylife Securities Llc
  Dallas, TX
• 03/2014 → 01/2024
  Eagle Strategies Llc
  Dallas, TX
• 01/2024 → Present
  Nylife Securities Llc
  Edina, MN
• 01/2024 → Present
  Eagle Strategies Llc.
  Edina, MN
• 01/2024 → Present
  New York Life Insurance Company
  Edina, MN

Other Businesses

[Cryptocurrency Investment; Crypto Currency Investing; 1607 17th St W. Apt 314, Billings, MT 59102; Start Date 05/2021; Role/Title: Investor; Investment Related; 5 hours per month; 1 hours per month during securities trading hours; passive investor]

Exams

• S66 Uniform Combined State Law Examination
  2013-11-11
• S63 Uniform Securities Agent State Law Examination
  2009-06-19

Designations

• Chartered Financial Consultant