Cavan Cotter
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Eagle Strategies LLCMar 2025 to now
- Nylife Securities LLCSep 2022 to now
- New York Life Insurance CompanyApr 2022 to now
- UnemployedJan 2022 to Apr 2022
- Grand Rapids Express TobaccoJul 2021 to Jan 2022
- UnemployedMar 2020 to Jun 2021
- Cbs SolarOct 2019 to Feb 2020
- Power Home SolarDec 2018 to Sep 2019
- Perrin Inc.Sep 2018 to Nov 2018
- TqlDec 2017 to Aug 2018
- Kodiak ConstructionJun 2017 to Nov 2017
- Taylor Marketing GroupNov 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7498842
- Firm CRD
- 110826