Shelby Don Mcintyre
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.
- Minted. Financial and Insurance Solutions LLCJan 2025 to now
- Eagle Strategies LLCMar 2024 to now
- Nylife Securities LLCSep 2022 to now
- New York Life Insurance CompanyAug 2022 to now
- Adelson Educational CampusMar 2022 to Jun 2022
- UnlvFeb 2020 to Mar 2022
- UntJun 2018 to Feb 2020
- Boise State University StudentAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7566085
- Firm CRD
- 110826