Reynaldo Ortiz
Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Eagle Strategies LLCOct 2025 to now
- Nylife Securities LLCSep 2025 to now
- New York Life Insurance CompanyAug 2025 to now
- M Holdings Securities, Inc.Aug 2023 to Jun 2025
- UnemployedApr 2023 to Aug 2023
- Spencer A CohenNov 2022 to Apr 2023
- Northwestern Mutual Wealth Management CompanyMay 2021 to Apr 2023
- Matthew LeopoldApr 2021 to Apr 2023
- Northwestern Mutual Investment Services LLCApr 2021 to Apr 2023
- William RichardsonApr 2021 to Apr 2023
- Matthew C LeopoldJan 2021 to Mar 2021
- William Lee RichardsonJan 2021 to Mar 2021
- UnemployedOct 2020 to Dec 2020
- Bank of America MerrillDec 2018 to Sep 2020
- UnemployedNov 2018 to Dec 2018
- JP Morgan ChaseMay 2018 to Nov 2018
- BNY MellonMar 2011 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
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
- 5652841
- Firm CRD
- 110826