Daniel Pearsall
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Post Time Wealth Solutions, LLCJun 2025 to now
- Eagle Strategies LLCJun 2021 to now
- New York Life Insurance CoMar 2020 to now
- Nylife Securities LLCMar 2020 to now
- Waterfall Wealth Solutions, LLCJan 2025 to Jun 2025
- Tailored Wealth Solutions LLC d/b/a Tailored Wealth SolutionsMay 2021 to Feb 2025
- Tarella and Testa Financial GroupJan 2021 to May 2021
- UnemployedJun 2019 to Feb 2020
- Waterfall Asset ManagementJul 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5557588
- Firm CRD
- 110826