Gary Blake Wallace

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

• 06/2026 → Present
  Eagle Strategies Llc
  Dallas, TX
• 01/2016 → 09/2016
  Crowe Horwath
  Dallas, TX
• 10/2016 → 11/2016
  Unemployed
  Dallas, TX
• 11/2016 → 10/2017
  Lane Gorman Trubitt
  Dallas, TX
• 11/2017 → 12/2017
  Unemployed
  Dallas, TX
• 12/2017 → 07/2022
  Bland Garvey Pc
  Richardson, TX
• 07/2022 → 12/2025
  Cain Watters & Associates, Llc
  Frisco, TX
• 03/2026 → Present
  New York Life Insurance Company
  Dallas, TX
• 04/2026 → Present
  Nylife Securities Llc
  Dallas, TX

Previous Registrations

• 2024-03-21 → 2025-12-22
  Cain, Watters & Associates, Llc
  Frisco, TX

Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX 75244; start 01/2026; commissions; 10 hours per month, 5 hours during securities trading hours; insurance related]

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-09
• S65 Uniform Investment Adviser Law Examination
  2024-03-21

Other Names

• Blake Wallace