Tara Cole Ellis
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Eagle Strategies LLCMay 2021 to now
- New York Life Insurance CoJan 2021 to now
- Nylife Securities LLCJan 2021 to now
- Money Concepts Capital Corp.Mar 2018 to Dec 2020
- Compass Capital ManagmentMay 2012 to Dec 2017
- Minnesota Life Insurance CompanyMay 2012 to Dec 2017
- Securian Financial Services IncMay 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5058128
- Firm CRD
- 110826