Leonel Galvez
Investment adviser representative at Eagle Strategies LLC
26 yearsExperience
2 statesRegistered in
CFADesignation
$32BFirm assets
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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
26 years in the industry.
- Eagle Strategies LLCAug 2022 to now
- Nylife Securities LLCSep 2020 to now
- New York Life Insurance CompanyJun 2020 to now
- UnemployedDec 2018 to May 2020
- Time Warner IncNov 2000 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7285788
- Firm CRD
- 110826