Quan Nguyen

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

• 04/2023 → Present
  New York Life Insurance Company
  Houston, TX
• 08/2020 → 01/2021
  Unemployed
  Houston, TX
• 06/2018 → 08/2020
  Exxonmobil Chemical Company
  Baytown, TX
• 05/2017 → 08/2017
  Aramco Performance Materials Llc
  Cambridge, MA
• 09/2014 → 06/2018
  Massachusetts Institute Of Technology
  Cambridge, MA
• 01/2021 → Present
  Ql Housing Llc
  Houston, TX
• 01/2024 → Present
  Nylife Securities Llc
  Houston, TX
• 04/2026 → Present
  Eagle Strategies Llc
  Houston, TX

Other Businesses

[Rental Property; Manage my own property; 7919 Ashford Trace Dr, Houston, TX 77072; start 11/2021; rental income; 2 hours per month, 0 hours during securities trading hours; real estate related] [QL HOUSING LLC; I manage my short-term rental for my parents' houses; not investment-related; owner; 12639 Ashford Shore Dr, Houston, TX 77072, and 2802 Grand Fountains Dr, Unit F, Houston, TX 77054; starting 01/01/2021; 2 hours per month, 0 during securities trading hours; real estate related]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-07
• S63 Uniform Securities Agent State Law Examination
  2024-09-15