Sharon Denise Gerlach
Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
1 stateRegistered 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.
- Eagle Strategies LLCMay 2023 to now
- Nylife Securities LLCMay 2022 to now
- New York Life Insurance CoMar 2022 to now
- M Holdings Securities, Inc.Apr 2019 to Mar 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2019
- Wells Fargo Advisors LLCJul 2012 to Nov 2016
- Cory MahaffeySep 2009 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 3242906
- Firm CRD
- 110826