Michael Scott Cardwell
Investment adviser representative at Eagle Strategies LLC
29 yearsExperience
2 statesRegistered 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
29 years in the industry.
- Eagle Wealth Partners LLC d/b/a Lifetime Wealth PartnersJun 2021 to now
- Cardwell Financial Group, LLCOct 2006 to now
- Cfc Benefits Group, LLC.Oct 2006 to now
- Eagle Strategies LLCDec 2005 to now
- New York Life Insurance CompanyMay 1997 to now
- Nylife Securities Inc.Apr 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 2896715
- Firm CRD
- 110826