Matthew Scott Zajac
Investment adviser representative at Eagle Financial Advisors, LLC
24 yearsExperience
1 stateRegistered in
$113.1MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Eagle Financial GroupFeb 2019 to now
- Eagle Financial Advisors, LLCJun 2014 to now
- Cla USA IncJul 2002 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Eagle Financial Advisors, LLC
$113.1MAssets managed
329Clients
9Advisers
Under 1 yearIn 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
- 2293459
- Firm CRD
- 167696