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Michael Pouyah Fard

Investment adviser representative at Eagle Strategies LLC
19 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

19 years in the industry.

  1. Eagle Strategies LLCJul 2022 to now
  2. Nylife Securities LLCJul 2022 to now
  3. New York Life Insurance CoJun 2022 to now
  4. JPMorgan Chase Bank, N.A.Oct 2017 to Jun 2022
  5. JPMorgan Securities, LLC.Oct 2017 to Jun 2022
  6. Not WorkingMay 2017 to Oct 2017
  7. Foresters Financial Services, Inc.Nov 2007 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

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
4461548
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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