Ehab Abdalla
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32BFirm assets
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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.
- Florida Atlantic UniversityFeb 2023 to now
- The Bridge Group, Inc.Nov 2020 to now
- Eagle Strategies LLCNov 2019 to now
- Nylife Securities LLCAug 2019 to now
- New York Life Insurance CoMar 2019 to now
- Provenance Wealth AdvisorsMar 2018 to Feb 2019
- Raymond James Financial Services Advisors, Inc.Mar 2018 to Feb 2019
- Raymond James Financial Services, Inc.Mar 2018 to Feb 2019
- TD AmeritradeJun 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5570550
- Firm CRD
- 110826