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Madison Hester Robidart

Investment adviser representative at Eagle Strategies LLC
11 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

11 years in the industry.

  1. Summit Ridge Financial Group LLCNov 2024 to now
  2. Eagle Strategies LLCOct 2023 to now
  3. Nylife Securities LLCNov 2021 to now
  4. New York Life Insurance CompanyOct 2021 to now
  5. Campbell County Memorial HospitalDec 2020 to Jul 2022
  6. Nylife Securities LLCJan 2020 to Dec 2020
  7. New York Life Insurance CoDec 2019 to Dec 2020
  8. StarbucksApr 2019 to Nov 2019
  9. Red RobinDec 2017 to Aug 2019
  10. Dominos PizzaSep 2015 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (WY).

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
7203286
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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