Scott F Perhacs
Investment adviser representative at Eagle Strategies LLC
7 yearsExperience
2 statesRegistered 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
7 years in the industry.
- Eagle Strategies LLCAug 2014 to now
- Nylife Securities LLCJan 2012 to now
- New York Life Insurance Co.Nov 2011 to now
- Kalibr, LLC d/b/a KalibrMar 2017 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 4491472
- Firm CRD
- 110826