Howard Pickering
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$32BFirm assets
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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
11 years in the industry.
- Eagle Strategies LLCNov 2024 to now
- Nylife Securities LLCDec 2023 to now
- Facet WealthJan 2021 to Oct 2023
- Charles Schwab BankMay 2017 to Dec 2020
- Charles SchwabJul 2015 to Dec 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6531289
- Firm CRD
- 110826