Brian St croix
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Creative Wealth Solutions & Insurance Services LLCNov 2025 to now
- Eagle Strategies LLCJan 2025 to now
- Nylife Securities, LLCMay 2021 to now
- New York Life InsuranceJan 2021 to now
- UnemployedMay 2020 to Jan 2021
- Common Wealth Insurance PartnersMay 2019 to Aug 2019
- Usair Conditioning - Heating Inc.May 2018 to Aug 2019
- Weymouth Public SchoolsMay 2017 to Aug 2017
- West Virginia UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7330942
- Firm CRD
- 110826