Martin Andrew Michaud
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
3 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
10 years in the industry.
- Michaud Wealth Strategies, LLCDec 2024 to now
- Eagle Strategies LLCMar 2023 to now
- Nylife Securities LLCFeb 2023 to now
- New York Life Insurance Co.Dec 2022 to now
- Equitable Advisors LLCMar 2022 to Jan 2023
- UnemployedJan 2022 to Feb 2022
- Citizens Securities, Inc.May 2018 to Jan 2022
- Eagle Strategies LLCFeb 2018 to May 2018
- Nylife Securities LLCJun 2016 to May 2018
- New York Life Insurance CoMay 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 5082181
- Firm CRD
- 110826