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Anna Mpinga

Eagle Strategies LLC

Ft Worth, TX

CRD 7791330

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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
TX RA APPROVED 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

Ft Worth, TX • 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
Nylife Securities Llc Fort Worth TX 10/2023 Present
New York Life Insurance Company Fort Worth TX 09/2023 Present
Unemployment Fort Worth TX 06/2023 08/2023
Idea Public Schools Forth Worth TX 09/2021 05/2023
Newport News Public Schools Newport News VA 07/2020 07/2021
University Of Rochester Rochester NY 08/2018 06/2020
Syracuse City School District Syracuse NY 03/2018 07/2018
Alfred University Alfred NY 09/2014 02/2018
Crystal Clear Financial Group, Llc Fort Worth TX 11/2024 Present
Eagle Strategies Llc Ft Worth TX 06/2026 Present
  • 10/2023 → Present
    Nylife Securities Llc
    Fort Worth, TX
  • 09/2023 → Present
    New York Life Insurance Company
    Fort Worth, TX
  • 06/2023 → 08/2023
    Unemployment
    Fort Worth, TX
  • 09/2021 → 05/2023
    Idea Public Schools
    Forth Worth, TX
  • 07/2020 → 07/2021
    Newport News Public Schools
    Newport News, VA
  • 08/2018 → 06/2020
    University Of Rochester
    Rochester, NY
  • 03/2018 → 07/2018
    Syracuse City School District
    Syracuse, NY
  • 09/2014 → 02/2018
    Alfred University
    Alfred, NY
  • 11/2024 → Present
    Crystal Clear Financial Group, Llc
    Fort Worth, TX
  • 06/2026 → Present
    Ft Worth, TX
Other Businesses

[OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT WORTH TX; START DATE: 11/2024][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 777 Main Street Suite 3800. Fort Worth TX 76102; Start Date 11/2025; Role/Title: Insurance Broker; Investment Related; 9 hours per month; 9 hours per month during securities trading hours][Tarrant County Coalition for Peace and Justice ; serve on the board as a volunteer for TCCPJ, attend board meetings; 1000 Northeast 12th Street, Fort Worth, TX USA 76102; Start Date 04/2026; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][MpingaCreations LLC; art, sewing, and simply crafting; 4800 King Ranch Rd Apt. 605. Fort Worth TX 76132; Start Date 04/2026; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; painting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-30
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2026-05-30
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21

View on SEC IAPD

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