Colby Rucker

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

• 08/2016 → 11/2017
  Star Ac Supply
  Dallas, TX
• 12/2017 → 06/2018
  Regal Mfg
  Tyler, TX
• 07/2018 → 05/2019
  Van Independent School District
  Van, TX
• 06/2019 → Present
  Rucker Custom Homes Llc
  Van, TX
• 08/2023 → Present
  New York Life
  Dallas, TX
• 01/2024 → Present
  Nylife Securities Llc
  Dallas, TX
• 11/2025 → Present
  Eagle Strategies Llc
  Tyler, TX
• 01/2026 → Present
  Mountain Wealth Strategies Llc
  Tyler, TX

Other Businesses

[Rucker Custom Homes LLC; Providing residential construction services to existing clients; 488 W. Main St., Van, TX, 75790; start 06/2019; owner; profit; 5 hours per month, 0 hours during securities trading hours; non-investment related] [OPERATING UNDER THE DBA NAME OF MOUNTAIN WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (TYLER TX); START DATE: 01/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-17
• S63 Uniform Securities Agent State Law Examination
  2024-06-17