Ramon Alberto Cervantes
Investment adviser representative at Eagle Strategies LLC
15 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
15 years in the industry.
- Fairway Group, LLCSep 2026 to now
- Eagle Strategies LLCSep 2022 to now
- Nylife Securities LLCFeb 2021 to now
- New York Life Insurance CompanyNov 2020 to now
- Options Insurance ServicesAug 2020 to now
- State Farm - Virnie TorderaSep 2018 to Jul 2020
- State Farm - Tommy LeJan 2018 to Sep 2018
- State Farm - Chris BarredoDec 2017 to Jan 2018
- State Farm - Henry UngSep 2017 to Dec 2017
- State Farm - Joe NguyenMay 2017 to Sep 2017
- UnemployedJan 2017 to May 2017
- State Farm Vp Management Corp.Jul 2015 to Dec 2016
- Chris Barredo Insurance AgencyDec 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6528109
- Firm CRD
- 110826