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Hector D Vilchis

Eagle Strategies LLC

Miami, FL

CRD 7877342

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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
FL RA APPROVED 2024-04-23
  • FL RA
    APPROVED
    Since 2024-04-23

Branch Locations

777 Brickell Avenue Suite 1370, Miami, FL 33131-2818 • 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
New York Life Insurance Company New York NY 07/2001 Present
Eagle Strategies Llc Sunrise FL 04/2024 Present
Nylife Securities Llc Sunrise FL 03/2024 Present
  • 07/2001 → Present
    New York Life Insurance Company
    New York, NY
  • 04/2024 → Present
    Eagle Strategies Llc
    Sunrise, FL
  • 03/2024 → Present
    Nylife Securities Llc
    Sunrise, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-30
  • S66 Uniform Combined State Law Examination
    2024-03-30

View on SEC IAPD

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