Daniel Lee Lindblad
Investment adviser representative at Eagle Strategies LLC
39 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
39 years in the industry.
- Mahoney Financial Organization, LLCOct 2017 to now
- Lindblad CommercialAug 2015 to now
- Lindblad Financial GroupNov 2004 to now
- Eagle Strategies LLCJun 2001 to now
- Nylife Securities Inc.Sep 1993 to now
- New York Life Ins Co.Aug 1987 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 1928737
- Firm CRD
- 110826