Sanjeev Hiranand Butani
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCAug 2018 to now
- Nylife Securities LLCJul 2018 to now
- New York Life Insurance Com.Jun 2018 to now
- Pruco Securities, LLCJun 2017 to May 2018
- The Prudential Insurance Company of AmericaJun 2017 to May 2018
- AIGNov 2015 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2017
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
- 4947081
- Firm CRD
- 110826