Reuben Mccoy Rowley
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
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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
10 years in the industry.
- Mountain Sage Financial, LLCApr 2025 to now
- Eagle Strategies LLCOct 2023 to now
- Nylife Securities LLCApr 2020 to now
- New York Life Insurance CompanyDec 2019 to now
- 2for1Aug 2019 to Sep 2019
- Utah Valley UniversityAug 2017 to Dec 2019
- Corbeau Seats USA LLCAug 2017 to Aug 2019
- 1-800 ContactsMay 2017 to Aug 2019
- Southern Utah UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7210687
- Firm CRD
- 110826