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Brian Jon Craig

Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$32BFirm assets

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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

17 years in the industry.

  1. Eagle Strategies LLC.Mar 2014 to now
  2. Nylife Securities LLCMar 2009 to now
  3. New York Life Insurance CompanyJan 2009 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
3176142
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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