Brendan Robert Morrison
Investment adviser representative at Eagle Strategies LLC
20 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
20 years in the industry.
- Eagle Strategies LLCMay 2025 to now
- Blue Sky Wealth Group, LLCApr 2023 to now
- Nylife Securities LLCOct 2019 to now
- New York Life Insurance CoApr 2019 to now
- U.S. Census BureauFeb 2020 to Aug 2020
- AflacDec 2018 to Sep 2019
- UberSep 2018 to Nov 2018
- HomeadvisorJun 2018 to Aug 2018
- Verizon WirelessMay 2014 to May 2018
- US Army National GuardMar 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7094329
- Firm CRD
- 110826