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Matthew Christopher Walker

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 LLCOct 2019 to now
  2. Nylife Securities, LLCNov 2018 to now
  3. New York Life Insurance CompanyOct 2018 to now
  4. MML Investors ServicesJan 2017 to Jul 2018
  5. MassmutualDec 2016 to Jul 2018
  6. Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2016
  7. Northwestern Mutual Life InsJun 2009 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
4267358
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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