Best Investors Account Sign in

David James Bennett

Eagle Strategies LLC

Placentia, CA

CRD 7847315

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
CA RA APPROVED 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02

Branch Locations

1620 N Placentia Avenue Suite 120, Placentia, CA 92870 • 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
In-N-Out Burger Irvine CA 05/2007 08/2024
New York Life Insurance Company Anaheim CA 02/2024 Present
Nylife Securities Llc Anaheim CA 05/2024 Present
Eagle Strategies Llc Placentia CA 09/2025 Present
  • 05/2007 → 08/2024
    In-N-Out Burger
    Irvine, CA
  • 02/2024 → Present
    New York Life Insurance Company
    Anaheim, CA
  • 05/2024 → Present
    Nylife Securities Llc
    Anaheim, CA
  • 09/2025 → Present
    Eagle Strategies Llc
    Placentia, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2025-03-21

View on SEC IAPD

More in Placentia, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor