Chase Gabriel Eagan
Investment adviser representative at Spinnaker Investment Group, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 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
Experience
10 years in the industry.
- Spinnaker Investment Group, LLCSep 2025 to now
- LPL Financial LLCJul 2025 to Aug 2025
- Cadaret, Grant & Co., Inc.Feb 2023 to Jul 2025
- Delaware NorthJul 2022 to Jan 2023
- Dick's Sporting GoodsJun 2021 to Jul 2022
- Sv TecFeb 2019 to Aug 2019
- Cappelli'sSep 2017 to Jun 2018
- Eagan's Regal EvergreensMay 2015 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Spinnaker Investment Group, LLC
$1.1BAssets managed
1,025Clients
8Advisers
10 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
- 7694528
- Firm CRD
- 283414