Best Investors Account Sign in

Ashley Michael Cedzo

Eagle Strategies LLC

Bend, OR

CRD 7829298

Claim This Profile
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
OR RA APPROVED 2025-09-30
  • OR RA
    APPROVED
    Since 2025-09-30

Branch Locations

Bend, OR • 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
Homemaker Bend OR 10/2023 12/2023
Univar Solutions Bend OR 08/2022 10/2023
Wiley Bend OR 07/2021 06/2022
Homemaker Bend OR 12/2020 07/2021
Romer Labs Bend OR 11/2019 12/2020
Regenesis Bend OR 08/2012 11/2019
Nylife Securities Llc Bend OR 04/2024 Present
New York Life Insurance Company Bend OR 12/2023 Present
Open Air Design Bend OR 06/2022 Present
Eagle Strategies Llc Bend OR 09/2025 Present
  • 10/2023 → 12/2023
    Homemaker
    Bend, OR
  • 08/2022 → 10/2023
    Univar Solutions
    Bend, OR
  • 07/2021 → 06/2022
    Wiley
    Bend, OR
  • 12/2020 → 07/2021
    Homemaker
    Bend, OR
  • 11/2019 → 12/2020
    Romer Labs
    Bend, OR
  • 08/2012 → 11/2019
    Regenesis
    Bend, OR
  • 04/2024 → Present
    Nylife Securities Llc
    Bend, OR
  • 12/2023 → Present
    New York Life Insurance Company
    Bend, OR
  • 06/2022 → Present
    Open Air Design
    Bend, OR
  • 09/2025 → Present
    Bend, OR
Other Businesses

[Open Air Design; not investment-related; 740 NE 3rd Street, Suite 3-105 Bend, OR 97701; North American distributor of Meissl products from Pfarrwerfen, Austria-umbrellas products; Independent Contractor; start 06/2022; 20 hours per month, 5 hours during securities trading hours; I assist in developing sales and marketing literature as well as developing concepts for current/prospective projects in the design and installation phases. (There are usually only 1-3 large projects a year, so it's not a very time-consuming endeavor]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
S63 Uniform Securities Agent State Law Examination 2024-05-28
  • S66 Uniform Combined State Law Examination
    2025-08-18
  • S63 Uniform Securities Agent State Law Examination
    2024-05-28

View on SEC IAPD

More in Bend, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor