Sheri Ann Hendricks
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- West of Center Financial, LLCSep 2024 to now
- MML Investors Services, LLCMay 2024 to now
- Massmutual Life Insurance CompanyMar 2024 to now
- Eagle Strategies LLCAug 2021 to now
- West of Center Financial, LLCAug 2022 to May 2024
- Nylife Securities LLCJul 2021 to May 2024
- New York Life Insurance CompanyJun 2021 to May 2024
- Bank New PortJan 2020 to Jun 2021
- LPL Financial LLCJan 2020 to Jun 2021
- Pruco Securities, LLCNov 2019 to Dec 2019
- The Prudential Insurance Company of AmericaNov 2019 to Dec 2019
- Edward JonesJul 2019 to Oct 2019
- Prudential Insurance Company of AmericaAug 2016 to Jul 2019
- Pruco Securities LLCMay 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 6648693
- Firm CRD
- 110826