Michelle Gams
Investment adviser representative at Eagle Strategies LLC
25 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
25 years in the industry.
- Gams Financial Group, LLCJul 2024 to now
- Eagle Strategies LLCMay 2002 to now
- Nylife SecuritiesFeb 2002 to now
- New York Life Insurance CompanyDec 2001 to now
- Retirement SolutionsJan 2008 to Jan 2026
- Miller,gams & AssociatesJun 2005 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 2950233
- Firm CRD
- 110826