Christina Oconnell
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Eagle Strategies LLCDec 2024 to now
- Rocco Insurance & Financial GroupJan 2024 to now
- New York Life Insurance CompanyOct 2023 to now
- Nylife Securities LLCOct 2023 to now
- Rocco Insurance and Financial GroupOct 2019 to Sep 2023
- Baystate FinancialJul 2018 to Oct 2019
- Bentall KennedyApr 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6988345
- Firm CRD
- 110826