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Carla Christine Jagodzinski

Investment adviser representative at Eagle Strategies LLC
17 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

17 years in the industry.

  1. Eagle Strategies LLCSep 2023 to now
  2. Jagodzinski Financial BoutiqueSep 2021 to now
  3. Nylife Securities LLCApr 2015 to now
  4. New York Life Insurance CoFeb 2014 to now
  5. Ivory Development CorpAug 2009 to now
  6. Blu Door FinancialNov 2018 to Sep 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
3229533
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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