Rodolfo Miguel Valdez
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCJul 2026 to now
- Nylife Securities LLCJun 2023 to now
- New York Life Insurance CompanyFeb 2023 to now
- Money Tree HoldingsFeb 2021 to now
- Jaguar Land Rover El PasoNov 2019 to Nov 2022
- 3d Athletics Training GroupJan 2019 to Oct 2019
- Sabr Capital ManagementDec 2018 to Sep 2019
- The King's CollegeMay 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7696773
- Firm CRD
- 110826