Pujan Patel
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Patel Family WealthDec 2025 to now
- Eagle Strategies LLCOct 2024 to now
- Nylife Securities LLCAug 2023 to now
- New York LifeMay 2023 to now
- UnemployedDec 2022 to May 2023
- PreqinNov 2021 to Dec 2022
- J.P. Morgan Securities LLCMar 2021 to Nov 2022
- JPMorgan Chase Bank, N.A.Mar 2021 to Nov 2022
- UnemployedDec 2020 to Mar 2021
- Charles Schwab & Co., Inc.Jun 2020 to Dec 2020
- Indiana UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7266360
- Firm CRD
- 110826