Matthew Dawson
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
3 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.
- Eagle Strategies LLCFeb 2026 to now
- Nylife Securities LLCDec 2025 to now
- Bfs PartnersSep 2025 to now
- Edward JonesMar 2024 to Sep 2025
- UnemployedSep 2023 to Mar 2024
- Curran Financial PartnersMar 2023 to Sep 2023
- UnemployedJan 2023 to Mar 2023
- Pruco Securities, LLC.Aug 2018 to Jan 2023
- Prudential Insurance Company of AmericaAug 2018 to Jan 2023
- M&t BankJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (SC, TX, VA).
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
- 6970278
- Firm CRD
- 110826