Taylor Brooking Triplett
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Sledge & Company Financial, LLC d/b/a Sledge Legacy PartnersJun 2026 to now
- The Skyline Company Financial LLC d/b/a the Skyline CompanyApr 2023 to now
- Eagle Strategies LLCSep 2022 to now
- Nylife Securities LLCMay 2022 to now
- New York Life Insurance CoFeb 2022 to now
- Sledge & Company Financial, LLC d/b/a Sledge & CompanyJul 2022 to Jun 2026
- Kellogg School of Management At Northwestern UniversityAug 2019 to Jul 2021
- Sledge & CompanyApr 2014 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 5995364
- Firm CRD
- 110826