Ryan Clark Southwick
Investment adviser representative at Eagle Strategies LLC
14 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Ryan Clark Southwick? Claim your profile
Contact this firm
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.
- Zephyr Financial Strategies & Insurance SolutionsAug 2018 to now
- Eagle Strategies LLCNov 2015 to now
- Nylife Securities LLCJul 2014 to now
- New York Life InsuranceApr 2014 to now
- Submit Digital LLCApr 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6323213
- Firm CRD
- 110826