Andrew Ellis Mcreynolds
Investment adviser representative at Eagle Strategies LLC
18 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
18 years in the industry.
- Monarch Grove Wealth Strategies & Insurance SolutionsMar 2021 to now
- Eagle Strategies LLCAug 2015 to now
- Nylife Securities LLCNov 2008 to now
- New York Life Insurance CompanyJul 2008 to now
- Ellis Insurance & Financial Group LLCAug 2021 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5565036
- Firm CRD
- 110826