Theresa Castro
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.
- Eagle Strategies LLCJan 2026 to now
- Nylife Securities LLCJun 2023 to now
- New York LifeMar 2023 to now
- UnemployedOct 2022 to Jan 2023
- Centercourt SportsFeb 2022 to Sep 2022
- Deer Mountain Day CampJan 2020 to Feb 2022
- UnemployedNov 2019 to Dec 2019
- Tamarack Day CampSep 2013 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7700767
- Firm CRD
- 110826