Lucas Edward Bisbee
Investment adviser representative at Eagle Strategies LLC
23 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
23 years in the industry.
- Eagle Strategies LLCMay 2023 to now
- Nylife Securities LLCMay 2019 to now
- New York Life Insurance Co.Oct 2018 to now
- American Hockey LeagueOct 2014 to Oct 2018
- Ascendigo Autism ServicesJun 2008 to Aug 2018
- USA HockeyAug 2003 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7036988
- Firm CRD
- 110826