David Thomas Summers
Investment adviser representative at Eagle Strategies LLC
25 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
25 years in the industry.
- Eagle Strategies LLCAug 2025 to now
- New York Life Insurance CompanyJun 2025 to now
- Nylife Securities LLCJun 2025 to now
- St Joseph CathedralApr 2019 to now
- Dent Wealth AdvisorsOct 2023 to Apr 2025
- Eagle Strategies LLCSep 2023 to Oct 2023
- Nylife Securities LLCDec 2016 to Oct 2023
- New York Life Insurance CompanyAug 2016 to Oct 2023
- Self EmployedJun 2001 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6690842
- Firm CRD
- 110826