Timothy Cooley
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.
- New York LifeSep 2024 to now
- Eagle Strategies LLCMay 2024 to now
- New York Life Insurance CompanyDec 2020 to now
- Nylife Securities LLCMar 2021 to Sep 2024
- UnemployedSep 2020 to Nov 2020
- Marywood UniversitySep 2017 to Jun 2020
- Silver Platter CateringJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7323929
- Firm CRD
- 110826