Chad Michael Worozaken
Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Blue Cedar Financial and Insurance SolutionsAug 2023 to now
- Eagle Strategies LLCMar 2017 to now
- Nylife Securities LLCFeb 2017 to now
- New York Life Insurance CoJan 2017 to now
- Atlas North Financial Strategies & Insurance Solutions, LLCApr 2020 to May 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5078108
- Firm CRD
- 110826