Elisa D Ramos
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCAug 2023 to now
- Nylife Securities LLCApr 2023 to now
- New York Life Insurance Co.Mar 2023 to now
- UnemployedDec 2022 to Feb 2023
- The Outreach TeamSep 2022 to Nov 2022
- ExperisJul 2022 to Aug 2022
- Massmutual Great LakesDec 2021 to Jun 2022
- HomemakerDec 2020 to Nov 2021
- For Our Future Action FundSep 2020 to Nov 2020
- UnemployedDec 2019 to Aug 2020
- AXA Advisors, LLCSep 2019 to Nov 2019
- Valic Financial Advisors, Inc.Jun 2018 to Sep 2019
- Morgan StanleyMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6635052
- Firm CRD
- 110826