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Andrew Thomas Hooper

Investment adviser representative at Eagle Strategies LLC
20 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

20 years in the industry.

  1. Mahoney Financial Organization, LLCFeb 2024 to now
  2. Breakthrough BladesMay 2023 to now
  3. Eagle Strategies LLCJun 2020 to now
  4. Hooper Insurance ServicesOct 2019 to now
  5. Hooper FinancialJul 2013 to now
  6. Nylife SecuritiesJul 2006 to now
  7. New York Life Insurance CompanyApr 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
5128263
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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