Adam Cote
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCOct 2025 to now
- Nylife Securities LLCJul 2023 to now
- New York Life Insurance CoJun 2023 to now
- Cambridge Investment Research, Inc.Feb 2018 to May 2021
- LPL Financial LLCMar 2017 to Jan 2018
- Bearingstar InsuranceJan 2017 to May 2023
- MML Investors ServicesSep 2015 to Dec 2016
- Mass Mutual Life Insurance CompanyAug 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 5519344
- Firm CRD
- 110826