Joseph G Doniger
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Eagle Strategies LLCJul 2026 to now
- Nylife Securities LLCMar 2026 to now
- New York Life Insurance CompanyFeb 2026 to now
- UnemployedAug 2024 to Jan 2026
- Bank of America, N.A.Jul 2020 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Jul 2024
- MncppcNov 2019 to Mar 2020
- Brokers International Financial ServicesJun 2019 to Dec 2019
- The Prudential Insurance Company of AmericaFeb 2019 to Apr 2019
- Pruco Securities LLCJan 2019 to Apr 2019
- Suntrust Advisory Services, IncJul 2017 to Jan 2019
- Suntrust Investment Services, Inc.Jun 2017 to Jan 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors, LLCSep 2014 to Jun 2017
- Wells Fargo Bank, NAJul 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 4875570
- Firm CRD
- 110826