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Christopher Tryon Cloutier

Investment adviser representative at Eagle Strategies LLC
36 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

36 years in the industry.

  1. Retiree Financial and Insurance ServiceJun 2012 to now
  2. Eagle Strategies LLCSep 2001 to now
  3. Nylife Securities Inc.Feb 1991 to now
  4. New York LifeNov 1990 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Eagle Strategies LLC

$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1854056
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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