Annaamalaii Palani
Investment adviser representative at Eagle Strategies LLC
13 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
13 years in the industry.
- Eagle Strategies LLCSep 2020 to now
- Nylife Securities LLCSep 2019 to now
- New York Life Insurance Co.Aug 2019 to now
- UnemployedMay 2019 to Aug 2019
- First Republic PwmAug 2018 to May 2019
- Fisher InvestmentsSep 2017 to Jul 2018
- UnemployedJun 2017 to Sep 2017
- Uc Santa CruzSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7006161
- Firm CRD
- 110826