Luis Simon Tagliaferro
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCJun 2025 to now
- Nylife Securities LLCMay 2025 to now
- New York Life - Riebling Wealth StrategiesJan 2025 to now
- Bank of America, N.A.Aug 2022 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Dec 2024
- Academic Magnet High SchoolJan 2022 to May 2022
- Cainhoy Athletic Soccer ClubAug 2021 to Dec 2021
- Mccall Services Inc.Aug 2021 to Oct 2021
- Truist BankJun 2021 to Feb 2022
- UnemployedSep 2019 to Apr 2021
- MbpJul 2017 to Aug 2019
- Mbp School of CoachesJan 2017 to Jun 2017
- Extended TravelJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7528466
- Firm CRD
- 110826