Brian Mark Barrett
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Casey Barrett Financial & Insurance ServicesApr 2025 to now
- Eagle Strategies LLCSep 2022 to now
- Nylife Securities, LLCSep 2019 to now
- New York Life Insurance CoJun 2018 to now
- Northbay Biz MagazineSep 2015 to May 2018
- Sonoma State UniversityAug 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6946620
- Firm CRD
- 110826