Douglas Allan

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

• 10/2020 → 10/2023
  Allberg Provisions, Inc
  Calistoga, CA
• 11/2023 → 02/2024
  Unemployed
  Calistoga, CA
• 03/2018 → 12/2021
  Jackson Family Wines
  Santa Rosa, CA
• 01/2015 → 02/2022
  Crystal Cubes, Llc
  Los Angeles, CA
• 03/2024 → Present
  New York Life Insurance Company
  Roseville, CA
• 04/2024 → Present
  Nylife Securities Llc
  Roseville, CA
• 09/2015 → 08/2017
  Wine Creek, Llc
  Healdsburg, CA
• 07/2025 → Present
  Eagle Strategies Llc
  Santa Rosa, CA

Other Businesses

[Calistoga High School - Calistoga Joint Unified School District; 1520 Lake St, Calistoga, CA 94515; not an investment related business; entity has the sole purpose of educating school kids; parent volunteer who helps the engineering and entrepreneurship classes both in the classroom as a mentor and subject matter expert and outside the classroom helping to raise funds for the non-profit school district; start in August of 2023; 10 hours a month only during weeks/months when school is in session, 0 of those hours about one hour per week is during trading hours; I get paid $0 per year since I am a volunteer.] [Calistoga Theater Company; Theater group that puts on theater performances for the local community.; 1314 Spring St, St Helena, CA 94574; Start Date 09/2024; Role/Title: Actor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Red-PA-1030 Fund I, a series of AngelList Funds 2024, LP; Investment fund to invest into a fusion energy startup called Pacific Fusion. Red-PA-1030 Fund I, a series of AngelList Funds 2024, LP, By: Fund GP, LLC its General Partner, By: Belltower Fund Group, Ltd., Agent; 119 S. Main St, Ste 220 Seattle WA 98104; Start Date 12/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Red-KA-0707 Fund I, a series of Angel List Funds 2025, LP; Investment fund to invest into a bioscience startup called Kanvas Biosciences, Inc. Red-KA-0707 Fund I, a series of Angel List Funds 2025, LP, By: Fund GP, LLC its General Partner, By: Belltower Fund Group, Ltd., Agent; 119 S. Main St, Ste 220 Seattle WA 98104; Start Date 09/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Napa Valley Support Services; They support quality of life for individuals with disabilities through creative expression, education, and community engagement.; 1119 Jordan Lane, Napa, CA 94559; Start Date 04/2026; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; finance committee] [SCORE; Helping new small business owners and entrepreneurs build their business.; 712 H St NE PMB 98848 Washington, DC 20002; Start Date 03/2026; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours; I will be meeting with small business owners to help them in the journey operating a small business in my local area. I will meet with them periodically.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-25
• S63 Uniform Securities Agent State Law Examination
  2024-04-30

Other Names

• Douglas Carl Allan