Ashish Tomar
Investment adviser representative at Eagle Strategies LLC
20 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
20 years in the industry.
- Wealth Transformations LLCMar 2026 to now
- Eagle Strategies LLCMar 2010 to now
- Nylife SecuritiesNov 2006 to now
- New York Life Insurance CoMay 2006 to now
- Akshya FinancialMar 2017 to Sep 2026
- Tomar & AssociatesApr 2013 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 5072648
- Firm CRD
- 110826