Claire Alyse Sauerman
Investment adviser representative at Eagle Strategies LLC
14 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
14 years in the industry.
- Eagle Strategies LLCOct 2024 to now
- Nylife Securities, LLCNov 2022 to now
- Lobo Wealth StrategiesAug 2021 to now
- Mighty Muse Publications, LLCOct 2017 to Aug 2021
- UnemployedMay 2017 to Oct 2017
- StarbucksNov 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 7417108
- Firm CRD
- 110826