Vatsal Patel
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCDec 2023 to now
- Nylife Securities LLCAug 2023 to now
- New York Life InsuranceApr 2023 to now
- Windsor ShoppeNov 2021 to now
- Bank of America, N.A.Jan 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jun 2023
- Edward JonesMay 2019 to Nov 2021
- UnemployedJan 2019 to Apr 2019
- University of MassachusettsJan 2017 to Dec 2018
- Dr. Carolyn MadisonDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
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
- 7101123
- Firm CRD
- 110826