Taylor Ballou
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCJul 2026 to now
- Nylife Securities LLCOct 2024 to now
- New York Life Insurance CompanyFeb 2023 to now
- Sea BagsNov 2021 to Mar 2023
- Durham Community SchoolAug 2019 to Jun 2021
- Locally SaucedFeb 2019 to Mar 2023
- Harraseeket Yacht ClubMar 2018 to Nov 2022
- Paris Elementary SchoolAug 2017 to Jun 2019
- Kenneth C Coombs Elementary SchoolSep 2016 to Jun 2017
- Popponessett InnJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
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
- 7702020
- Firm CRD
- 110826