Patrick Fitzgerald Mckallagat
Investment adviser representative at Eagle Strategies LLC
16 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
16 years in the industry.
- Fairway Group LLCApr 2026 to now
- Eagle Strategies LLCFeb 2013 to now
- New York Life InsuranceJan 2010 to now
- Nylife Securities, LLCJan 2010 to now
- Third / 3rd Financial Partners, LLCOct 2018 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 5450498
- Firm CRD
- 110826