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Julius elmer Mabagos Magbitang

Investment adviser representative at Eagle Strategies LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

25 years in the industry.

  1. Eagle Strategies LLCMar 2012 to now
  2. Magbitang Financial & Insurance SolutionsMar 2007 to now
  3. Nylife Securities IncFeb 2004 to now
  4. New York Life Insurance Co.Aug 2001 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
4750690
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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