Ryan James Trailer
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Ryan James Trailer? 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
13 years in the industry.
- Eagle Strategies LLCOct 2025 to now
- New York Life Insurance CompanyDec 2022 to now
- Nylife Securities LLCDec 2022 to now
- Sagepoint Financial Inc.Apr 2022 to May 2022
- Independent Capital ManagementMar 2022 to Dec 2022
- UnemployedOct 2021 to Mar 2022
- University of AlaskaAug 2017 to Jun 2021
- Shaman Traffic ControlJul 2017 to Oct 2021
- Domino's PizzaOct 2016 to Mar 2020
- Bartlett High SchoolAug 2013 to Jul 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 (AK).
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
- 7531081
- Firm CRD
- 110826