William Howard
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Bond Financial PllcAug 2026 to now
- Eagle Strategies LLCMay 2026 to now
- Nylife Securities LLCMar 2026 to now
- New York Life Insurance CompanyJan 2026 to now
- UnemployedJun 2025 to Jan 2026
- AvantiaSep 2023 to Jun 2025
- JPMorgan Chase Bank NAMay 2023 to Jun 2023
- JPMorgan Securities LLCMay 2023 to Jun 2023
- Oppenheimer & Co. Inc.Apr 2017 to May 2023
- Bank of America, N.A.Jan 2012 to Apr 2017
- Merrill Lynch, Pierce, Fenner and Smith, Inc.Jan 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5651139
- Firm CRD
- 110826