Donovan A Williams
Investment adviser representative at Eagle Strategies LLC
19 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
19 years in the industry.
- Eagle Strategies LLCMar 2026 to now
- Nylife Securities LLC.Feb 2026 to now
- New York Life Insurance CompanyJan 2026 to now
- Bank of America, N.A.May 2023 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to Dec 2025
- CitigroupNov 2022 to Feb 2023
- Eagle Strategies LLCSep 2021 to Nov 2022
- Nylife Securities LLCJul 2021 to Nov 2022
- New York Life InsuranceJun 2021 to Nov 2022
- Pruco Securities LLCJun 2019 to Jun 2021
- Prudential Insurance Company of AmericaJun 2019 to Jun 2021
- David Lerner AssociatesAug 2017 to May 2019
- Ernst & Young LLCJan 2007 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2684329
- Firm CRD
- 110826