Theodore Robert Young
Investment adviser representative at Eagle Strategies LLC
37 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
37 years in the industry.
- Perry-young Insurance SolutionsMay 2021 to now
- Financial Strategies of CaliforniaSep 2001 to now
- Eagle Strategies LLCJul 1996 to now
- Nylife Securities LLCJan 1990 to now
- New York Life Insurance CompanyMay 1989 to now
- Kaneski Associates Financial & Insurance ServicesMar 2018 to Aug 2024
- Perry-young Associates Insurance SolutionsFeb 2009 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2026394
- Firm CRD
- 110826