Julie Chei Hwei Lee

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

Authority	Category	Status	Date
CA	RA	APPROVED	2000-07-19

CA RA
APPROVED

Since 2000-07-19

Branch Locations

Calabasas, CA • 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

Organization	City	State	From	To
Bankers Life Nebraska	Lincoln	NE	06/1976	Present
Nylife Securities Inc.	Woodland Hills	CA	10/1993	Present
Eagle Strategies, Llc	Westlake Village	CA	01/1994	Present

06/1976 → Present

Bankers Life Nebraska

Lincoln, NE
10/1993 → Present

Nylife Securities Inc.

Woodland Hills, CA
01/1994 → Present

Eagle Strategies, Llc

Westlake Village, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 04/2003] RENTAL PROPERTY; A CONDOMINIUM UNIT; 13700 MARINA POINTE DR., #802, MARINA DEL REY, CA 90292; START DATE 09/2012; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-12-22

S63 Uniform Securities Agent State Law Examination

1993-12-22

Other Names

Julie Cheihweichang

View on SEC IAPD