Mark Cernicky
Investment adviser representative at Eagle Strategies LLC
14 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
14 years in the industry.
- Eagle Strategies LLCOct 2025 to now
- Old Hall Green WealthOct 2025 to now
- New York Life InsuranceSep 2025 to now
- Nylife Securities LLCSep 2025 to now
- Old Hall Green WealthApr 2025 to Sep 2025
- Principal Life Insurance CompanyMar 2025 to Sep 2025
- Principal Securities IncMar 2025 to Sep 2025
- Principal Global InvestorsJan 2011 to Feb 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SD, WY).
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
- 4396957
- Firm CRD
- 110826