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Taylor Marklin Sledge

Investment adviser representative at Eagle Strategies LLC
19 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

19 years in the industry.

  1. Sledge Legacy PartnersJun 2026 to now
  2. The Skyline CompanyFeb 2025 to now
  3. Eagle Strategies LLCJun 2021 to now
  4. Nylife Securities, LLCApr 2009 to now
  5. New York Life Insurance CompanyMar 2007 to now
  6. Sledge and CompanySep 2016 to Jun 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (MS, 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
5313371
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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