Best Investors Account Sign in

Charity Stephi Suzanne Coats

Eagle Strategies LLC

Anchorage, AK

Claim This Profile
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-06-24
  • AK RA
    APPROVED
    Since 2025-06-24

Branch Locations

188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503 • 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 Anchorage AK 06/2024 Present
Nylife Securities Llc Anchorage AK 06/2024 Present
Olive Garden Anchorage AK 01/2019 03/2024
Tgi Friday's Anchorage AK 10/2015 01/2018
Service High School Anchorage AK 08/2014 12/2017
University Of Alaska Anchorage Anchorage AK 01/2019 12/2023
Ray's On The Bay Kailua Kona HI 01/2018 01/2019
H&R Block Anchorage AK 10/2018 04/2021
Eagle Strategies Llc Anchorage AK 06/2025 Present
  • 06/2024 → Present
    New York Life Insurance
    Anchorage, AK
  • 06/2024 → Present
    Nylife Securities Llc
    Anchorage, AK
  • 01/2019 → 03/2024
    Olive Garden
    Anchorage, AK
  • 10/2015 → 01/2018
    Tgi Friday's
    Anchorage, AK
  • 08/2014 → 12/2017
    Service High School
    Anchorage, AK
  • 01/2019 → 12/2023
    University Of Alaska Anchorage
    Anchorage, AK
  • 01/2018 → 01/2019
    Ray's On The Bay
    Kailua Kona, HI
  • 10/2018 → 04/2021
    H&R Block
    Anchorage, AK
  • 06/2025 → Present
    Eagle Strategies Llc
    Anchorage, AK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
S63 Uniform Securities Agent State Law Examination 2024-08-03
  • S66 Uniform Combined State Law Examination
    2025-06-02
  • S63 Uniform Securities Agent State Law Examination
    2024-08-03

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.

Other Investors

Allison Leif Biss
JEFFREY SCOTT LEONARD
Pieter Wilson McDonald
Trevor John Geerin
MARIETTA OBYRNE HALL
Stanislav Moiseev
CAMERON G GILCHRIST
HOLLY L CANNON

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Anchorage, AK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Anchorage, AK
LPL FINANCIAL LLC · Anchorage, AK
THRIVENT INVESTMENT MANAGEMENT INC. · ANCHORAGE, AK
EDWARD JONES · ANCHORAGE, AK
PFS INVESTMENTS INC. · ANCHORAGE, AK
CETERA INVESTMENT ADVISERS LLC · ANCHORAGE, AK
CETERA INVESTMENT ADVISERS LLC · ANCHORAGE, AK

More in Anchorage, AK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor