Thomas Robert Schaffer
Investment adviser representative at Eagle Strategies LLC
19 yearsExperience
1 stateRegistered 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.
- Eagle Strategies LLCJul 2022 to now
- Confidence Financial Group, LLCMay 2022 to now
- Transitions Financial Strategies, LLCJun 2014 to now
- Nylife Securities LLCFeb 2008 to now
- New York Life Insurance Co.Nov 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5447804
- Firm CRD
- 110826