Nelson Chavez
Investment adviser representative at Eagle Strategies LLC
16 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
16 years in the industry.
- Eagle Strategies LLCJun 2026 to now
- Nylife Securities LLCMay 2026 to now
- New York Life Insurance CompanyApr 2026 to now
- Turo Car RentalJan 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2024
- Wells Fargo Advisors LLCJun 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5024963
- Firm CRD
- 110826