Steven Forrest Belcher
Investment adviser representative at Eagle Strategies LLC
31 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
31 years in the industry.
- M&a Executive Benefit Insurance Solutions, LLCFeb 2025 to now
- Mahoney Financial Organization, LLCOct 2013 to now
- Belcher & CompanyJun 2006 to now
- Eagle Strategies LLCOct 2004 to now
- Nylife Securities Inc.Oct 1995 to now
- New York Life Ins CoSep 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2005
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
- 2677776
- Firm CRD
- 110826