Denise Deluca Meehan
Investment adviser representative at Eagle Strategies LLC
7 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
7 years in the industry.
- Eagle Strategies LLCDec 2023 to now
- Nylife Securities LLCOct 2023 to now
- New York Life Insurance CompanySep 2023 to now
- Janney Montgomery Scott LLCMay 2023 to Sep 2023
- Eagle Strategies LLCJun 2016 to May 2023
- Nylife Securities LLCJun 2016 to May 2023
- New York Life Insurance CompanyMay 2016 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6017801
- Firm CRD
- 110826