Brian Mark Barrett

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

• 09/2015 → 05/2018
  Northbay Biz Magazine
  Santa Rosa, CA
• 08/2015 → 12/2017
  Sonoma State University
  Rohnert Park, CA
• 06/2018 → Present
  New York Life Insurance Co
  Roseville, CA
• 09/2019 → Present
  Nylife Securities, Llc
  Roseville, CA
• 09/2022 → Present
  Eagle Strategies Llc
  Santa Rosa, CA
• 04/2025 → Present
  Casey Barrett Financial & Insurance Services
  Santa Rosa, CA

Other Businesses

[Rental property; rental property; 3535 fir dr, Santa Rosa, CA 95405; Start Date 01/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Active 20-30 Rohnert & Cotati #656; Social and charitable organization that fundraises for underserved youth in our community.; P.O. Box 2426 Rohnert Park CA 94927; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; voting on general topics, I may be asked to chair an event. Volunteer at monthly meetings and other events. ] [OPERATING UNDER THE DBA NAME OF CASEY BARRETT FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SANTA ROSA, CA); START DATE: 04/2025][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 149 Stony Circle, Suite 200, Santa Rosa, CA 95401; Start Date 04/2022; Role/Title: Owner; Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 50 Old Courthouse Square, Suite 601, Santa Rosa, CA 95404; Start Date 01/2026; Role/Title: Owner; Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Offering brokered and direct insurance solutions to clients to meet their insurance and financial needs.]

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26
• S63 Uniform Securities Agent State Law Examination
  2019-11-15

Other Names

• Brian M Barrett