Nicholas Cross
Investment adviser representative at Eagle Strategies LLC
16 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
16 years in the industry.
- Eagle Strategies LLCDec 2025 to now
- Dickinson Wealth Strategies LLCSep 2025 to now
- Nylife Securities LLCMar 2025 to now
- New York Life Insurance CompanyJan 2025 to now
- Hotaling Insurance ServicesJan 2024 to Feb 2025
- Tritower Real Estate Capital, LLCMar 2020 to Nov 2023
- Dmb FinancialJun 2018 to Mar 2020
- TD BankJun 2017 to Apr 2018
- StudentJan 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7239864
- Firm CRD
- 110826