Andrew Guy Stevens
Investment adviser representative at Eagle Strategies LLC
27 yearsExperience
1 stateRegistered 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
27 years in the industry.
- Eagle Strategies LLCAug 2026 to now
- Nylife Securities LLCJun 2025 to now
- New York Life Insurance CompanyMay 2025 to now
- Self EmployedOct 2024 to Apr 2025
- Credit Suisse Securities (USA) LLCMay 2022 to Sep 2024
- Academy ConsultingJan 2022 to Apr 2022
- Cortex Advisors, LLCOct 2020 to Dec 2021
- Academy ConsultingApr 2018 to Oct 2020
- Credit Suisse Securities (USA) LLCJun 1999 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 4948445
- Firm CRD
- 110826