Hai Minh Ngo
Investment adviser representative at Eagle Strategies LLC
17 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
17 years in the industry.
- Eagle Strategies LLCAug 2021 to now
- Nylife Securities LLCJul 2021 to now
- New York Life Insurance CoJun 2021 to now
- Milpitas Unified School DistrictApr 2020 to now
- UnemployedMar 2020 to Apr 2020
- Milpitas Unified School DistrictAug 2019 to Oct 2019
- Bank of America, N.A.Sep 2010 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
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
- 5042671
- Firm CRD
- 110826