Daniel Paul Stoll
Investment adviser representative at Eagle Strategies LLC
28 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
28 years in the industry.
- Stoll and Weller Insurance Services and Financial Group, LLCNov 2017 to now
- Eagle Strategies LLCJan 2011 to now
- Nylife Securities Inc.Mar 1999 to now
- New York Life Ins. CompanyDec 1998 to now
- Weller, Rusert and Stoll, LLCApr 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 3199247
- Firm CRD
- 110826