Rebecca Wolff
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Rebecca Wolff Wealth CollectiveApr 2026 to now
- Eagle Strategies LLCJul 2021 to now
- Lens Financial & Insurance SolutionsApr 2021 to now
- Nylife Securities, LLCNov 2020 to now
- New York Life Insurance CompanyAug 2020 to now
- Rebecca Wolff and AssociatesDec 2025 to Apr 2026
- Pacific Medical CentersDec 2014 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7282122
- Firm CRD
- 110826