Ying Liu

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

• 05/2026 → Present
  Eagle Strategies Llc
  Fremont, CA
• 10/2023 → Present
  New York Life Insurance Company
  Mount Laurel, CA
• 09/2021 → 10/2023
  Googain
  Sunnyvale, CA
• 06/2015 → 08/2021
  Unempolyed
  San Jose, CA
• 09/2024 → Present
  Nylife Securities Llc
  Mount Laurel, CA

Other Businesses

[rental property; rental property; 18206 Sunburst St. Northridge, CA, 91325; Start Date 10/2023; Role/Title: Owner; Investment Related; 0 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.; 39650 Liberty St. Suite 200, Fremont, CA 94538; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-18
• S63 Uniform Securities Agent State Law Examination
  2024-10-19