Brian P Monk
Investment adviser representative at Eagle Strategies LLC
17 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
17 years in the industry.
- Linea Wealth Group, LLC d/b/a LineaJul 2024 to now
- Eagle Strategies LLCJan 2018 to now
- Monk Financial Strategies GroupOct 2012 to now
- New York Life Insurance CompanyMay 2009 to now
- Nylife Securities LLCMay 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 5669137
- Firm CRD
- 110826