Joshua Marcelo Amparan
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.
- Eagle Strategies LLCMay 2024 to now
- NY Life Securities LLC.Mar 2021 to now
- New York Life Insurance CompanyNov 2020 to now
- Shotgun SeltzerDec 2019 to Jan 2021
- Legal Draft Beer CoApr 2019 to Nov 2019
- Alstadt Brewing CompanyJan 2018 to Feb 2019
- Gli DistributingOct 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7268332
- Firm CRD
- 110826