Vivienne Ather
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Eagle Strategies LLCMar 2026 to now
- Nylife Securities LLCFeb 2026 to now
- New York Life Insurance CompanyJan 2026 to now
- Western & Southern LifeAug 2023 to now
- W&s Brokerage ServicesAug 2023 to Jan 2026
- TurbodebtMay 2023 to Jul 2023
- Alliance Financial GroupDec 2022 to Jul 2023
- Ameriprise Financial Services, LLCJun 2022 to Dec 2022
- Prudential Insurance Company of AmericaMay 2019 to Jun 2022
- Pruco Securities, LLC.Feb 2019 to Jun 2022
- Nesteggs Retirement Plan Services, Inc.Feb 2016 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 1985131
- Firm CRD
- 110826