Thomas Matthew Davis

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

• 12/2012 → Present
  New York Life
  Dallas, TX
• 03/2013 → Present
  Nylife Securities Llc
  Dallas, TX
• 06/2014 → Present
  Eagle Strategies Llc
  Frisco, TX
• 04/2020 → Present
  Maus And Associates
  Hibernia, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2500 Legacy Dr. Ste. 250 Frisco, TX 75034; Start Date 07/2016; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAUS AND ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; HIBERNIA, TX; START DATE: 04/2020]

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-10
• S63 Uniform Securities Agent State Law Examination
  2013-05-07

Other Names

• Matt Davis