Forrest Gibson Surles

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

• 05/1985 → Present
  New York Life
  Houston, TX
• 05/1986 → Present
  Nylife Securities Inc.
  Houston, TX
• 06/1997 → Present
  The Forest Group Llc
  Houston, TX
• 12/1999 → Present
  Eagle Strategies Llc
  Houston, TX

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA, THE FORREST GROUP, LLC] [GUAJARDO HUNTING LEASE, LLC; HUNTING LEASE MEMBERSHIP; 7575 SAN FELIPE DR, SUITE 350, HOUSTON, TX 77063; START DATE 04/2013; ROLE/TITLE: MEMBER; NOT INVESTMENT RELATED; 30 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company, Inc.; Private-placement - Wholly owned by its agent-shareholders and is sole shareholder of New York Life Agents Reinsurance Company.; c/o Sherman Wells Sylvester & Stamelman, LLP; 210 Park Avenue, 2nd Floor; Florham Park, NJ 07932; Start Date 06/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [St Charles Bay Hunting Club; non investment related; Exclusive hunting & fishing club with access to lodging facilities in Lamar, TX; 234 Lamar Beach Road Lamar, Texas 78382; start date 08/2018; member; Solely a member of the club - may attend member meetings in Houston, TX and make use of the hunting facilities in Lamar, TX; no time spent on activity] [Alvin HWY 517 Boat and RV Storage LP; Boat and RV storage park that allows the public to rent spaces and store their boats and/or RV's.; HWY 517, Alvin, TX; Start Date 01/2023; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1986-09-19