Pantelis Xidias
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
3 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
13 years in the industry.
- Eagle Strategies LLCJul 2023 to now
- Nylife Securities LLCNov 2021 to now
- New York Life Insurance CompanyOct 2021 to now
- Apex Auto CareJun 2017 to now
- Northwestern Mutual Investment Services LLCFeb 2021 to Oct 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Oct 2021
- Depaul Athletics Academics AdvisingSep 2019 to Jun 2021
- Depaul UniversitySep 2017 to Jun 2021
- La Lumiere Preparatory SchoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IL, IN, 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
- 7263585
- Firm CRD
- 110826