Rajesh Ratilal Sanchala

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

• 08/2022 → Present
  Eagle Strategies Llc
  Dallas, TX
• 04/1999 → Present
  Nylife Securities Llc
  Dallas, TX
• 03/1999 → Present
  New York Life Insurance Company
  Dallas, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; COMMISSIONS] [Rental Property; Rental House.; 305 Highland Meadows Dr. Wylie TX 75098; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Designations

• Chartered Financial Consultant

Other Names

• Rajesh Sanchala
• Ratesh Ratilal Sanchala