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John Murphy Collett

Investment adviser representative at Eagle Strategies LLC
13 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

13 years in the industry.

  1. Eagle Strategies LLCJan 2025 to now
  2. Nylife Securities LLC.May 2023 to now
  3. Fenwick Partners, LLCAug 2022 to now
  4. Kentucky Country Day SchoolAug 2021 to now
  5. Virginia Chance SchoolAug 2021 to now
  6. Robert Louis Stevenson SchoolAug 2013 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (KY).

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
7611176
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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