William Cecil Smalls
Investment adviser representative at Eagle Strategies LLC
25 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
25 years in the industry.
- Eagle Strategies LLCNov 2025 to now
- Nylife Securities LLCJun 2022 to now
- New York Life Insurance CompanyJul 2021 to now
- Appling Family CompanyApr 2020 to Oct 2021
- Muffin MamJan 2020 to Apr 2020
- EuropastryNov 2018 to Jan 2020
- Treehouse Private BrandsNov 2017 to Nov 2018
- Csm Bakery SuppliesJan 2001 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7395203
- Firm CRD
- 110826