Liam Joseph Greene
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Liam Joseph Greene? Claim your profile
Contact this firm
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.
- Eagle Strategies LLCMar 2023 to now
- Nylife Securities LLCMar 2022 to now
- New York Life Insurance CompanyJul 2021 to now
- All Pro Moving and StorageApr 2020 to Aug 2020
- Boston City HallMay 2019 to Aug 2019
- Amphenol TcsMay 2018 to Aug 2018
- Bates CollegeAug 2017 to Jun 2021
- Macish CorporationJun 2017 to Aug 2017
- Bedford High SchoolNov 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7362724
- Firm CRD
- 110826