Grace Elizabeth Mead
Investment adviser representative at Eagle Strategies LLC
8 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
8 years in the industry.
- Eagle Strategies LLCDec 2023 to now
- Nylife Securities LLCNov 2023 to now
- New York Life Insurance CompanySep 2023 to now
- UnemploymentJun 2023 to Aug 2023
- Turning Point FinancialOct 2022 to May 2023
- UnemploymentJul 2022 to Sep 2022
- The Trust CompanyFeb 2022 to Jul 2022
- Edward JonesOct 2018 to Jan 2022
- J.P. Morgan Chase Bank, NAJan 2017 to Oct 2018
- JPMorganJun 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6505966
- Firm CRD
- 110826