Brandon T Ramos
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Keene Financial Group, LLCMar 2026 to now
- Eagle Strategies LLCOct 2025 to now
- Nylife Securities LLCSep 2025 to now
- New York Life Insurance CompanyAug 2025 to now
- Cambridge Investment Research Advisors, Inc.Jun 2025 to Jul 2025
- Cambridge Investment Research, Inc.Jun 2025 to Jul 2025
- Forthright Capital Advisory LLCMar 2025 to May 2025
- Forthright Capital Partners LLCMar 2025 to May 2025
- First Command Insurance Services , Inc.Aug 2024 to Dec 2024
- First Command Brokerage Service, IncJun 2024 to Aug 2024
- First Command Advisory Services , IncApr 2024 to Nov 2024
- UnemployedMay 2022 to May 2024
- United States NavyMay 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (HI, 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
- 7337290
- Firm CRD
- 110826